Compass Financial Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Compass Financial Management’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
2026 Q2	$416K	Buy	+3,995	New	+$411K	0.05%	298

Other funds holding EFA

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

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

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

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

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

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

Compass Financial Management's EFA Position: Q2 2026 in Review

Compass Financial Management opened a new position in iShares MSCI EAFE ETF (EFA) in Q2 2026: 3,995 shares worth $416K. The stake represents 0.05% of the portfolio and ranks #298 among its holdings.

2,187 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Compass Financial Management held 3,995 shares of iShares MSCI EAFE ETF worth $416K as of Q2 2026.
iShares MSCI EAFE ETF was a new Compass Financial Management position in Q2 2026.
iShares MSCI EAFE ETF made up 0.05% of Compass Financial Management's portfolio in Q2 2026, its #298 holding.
2,187 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.