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

Compass Financial Management’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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 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

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

Compass Financial Management 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.

2,375 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Compass Financial Management 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 position in Q2 2026.
iShares Core MSCI EAFE ETF made up 0.01% of Compass Financial Management's portfolio in Q2 2026, its #579 holding.
2,375 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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