Compass Financial Management
IEFA icon

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
Q3 		$48K Sell
495
-394
-44% -$38.9K 0.01% 753
2026
Q2 		$86K Buy
+889
New +$85.4K 0.01% 579

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Bank of New York Mellon
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Northwestern Mutual Wealth Management
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BlackRock
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US Bancorp
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Compass Financial Management's IEFA Position: Q3 2026 in Review

Compass Financial Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 44% in Q3 2026, selling an estimated $38.9K and leaving 495 shares worth $48K. The position accounts for 0.01% of the portfolio, ranked #753.

Compass Financial Management first reported a position in IEFA in Q2 2026 and has held it in 2 quarters since. The position peaked at $86K in Q2 2026. 2,273 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Compass Financial Management held 495 shares of iShares Core MSCI EAFE ETF worth $48K as of Q3 2026.
  • Compass Financial Management sold 394 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $38.9K.
  • iShares Core MSCI EAFE ETF made up 0.01% of Compass Financial Management's portfolio in Q3 2026, its #753 holding.
  • Compass Financial Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2026 and has held it in 2 quarters since.
  • Compass Financial Management's iShares Core MSCI EAFE ETF position peaked at $86K in Q2 2026.
  • 2,273 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

Based on Compass Financial Management's 13F filing for Q3 2026, filed 30 Oct 2026.