Compass Advisory Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Compass Advisory Group’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,715	Closed	-$200K	–	67
2022 Q1	$200K	Hold	2,715	–	–	0.1%	61
2021 Q4	$214K	Hold	2,715	–	–	0.12%	60
2021 Q3	$212K	Hold	2,715	–	–	0.12%	51
2021 Q2	$214K	Hold	2,715	–	–	0.13%	48
2021 Q1	$206K	Buy	+2,715	New	+$204K	0.14%	42

Other funds holding EFA

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Compass Advisory Group's EFA Position: Q2 2022 in Review

Compass Advisory Group sold out of iShares MSCI EAFE ETF (EFA) in Q2 2022, closing a stake of 2,715 shares — an estimated $200K sold.

Compass Advisory Group first reported a position in EFA in Q1 2021 and held it in 5 quarters. The position peaked at $214K in Q4 2021. 1,676 funds tracked by Wall St. Rank hold EFA as of Q2 2022.

Compass Advisory Group reported no remaining iShares MSCI EAFE ETF position as of Q2 2022 after selling out during the quarter.
Compass Advisory Group sold 2,715 iShares MSCI EAFE ETF shares in Q2 2022, an estimated $200K.
Compass Advisory Group first reported a position in iShares MSCI EAFE ETF in Q1 2021 and held it in 5 quarters.
Compass Advisory Group's iShares MSCI EAFE ETF position peaked at $214K in Q4 2021.
1,676 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2022.

Based on Compass Advisory Group's 13F filing for Q2 2022, filed 14 Jul 2022.