COMPASS FINANCIAL MANAGEMENT LLC’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$86K	Buy	+889	New	+$85.4K	0.01%	579

Other funds holding IEFA

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

TWIM

TIAA Wealth Investment Management New York $15B AUM

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IEFA Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q2 2026: 889 shares worth $86K. The stake represents 0.01% of the portfolio and ranks #579 among its holdings.

2,128 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 889 shares of iShares Core MSCI EAFE ETF worth $86K as of Q2 2026.
iShares Core MSCI EAFE ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #579 holding.
2,128 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.