Compass Financial Management
LOEV

Compass Financial Management’s Harding Loevner International Developed Markets Select Equity ETF LOEV Stock Holding History

Compass Financial Management’s Portfolio LOEV Stock Details LOEV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$1.66K Buy
+105
New +$1.68K ﹤0.01% 1476

Other funds holding LOEV

Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
FWG Investments
FWG Investments Lexington, Kentucky $208M AUM 12.81% 1-Year Est. Return
Lloyd Advisory Services
Lloyd Advisory Services Suwanee, Georgia $263M AUM 10.23% 1-Year Est. Return
Quest 10 Wealth Builders
Quest 10 Wealth Builders Fuquay-Varina, Virginia $135M AUM 16.01% 1-Year Est. Return
Networth Advisors
Networth Advisors Canonsburg, Pennsylvania $174M AUM 10.48% 1-Year Est. Return
Arcadia Wealth Management (New Hampshire)
Arcadia Wealth Management (New Hampshire) Manchester, New Hampshire $328M AUM 10.95% 1-Year Est. Return
Montgomery Financial Services
Montgomery Financial Services Ocean City, Maryland $121M AUM
B.O.S.S. Retirement Advisors
B.O.S.S. Retirement Advisors Lehi, Utah $347M AUM 15.26% 1-Year Est. Return

Compass Financial Management's LOEV Position: Q3 2026 in Review

Compass Financial Management opened a new position in Harding Loevner International Developed Markets Select Equity ETF (LOEV) in Q3 2026: 105 shares worth $1.66K. The stake represents ﹤0.01% of the portfolio and ranks #1476 among its holdings.

14 funds tracked by Wall St. Rank hold LOEV as of Q3 2026.

  • Compass Financial Management held 105 shares of Harding Loevner International Developed Markets Select Equity ETF worth $1.66K as of Q3 2026.
  • Harding Loevner International Developed Markets Select Equity ETF was a new Compass Financial Management position in Q3 2026.
  • Harding Loevner International Developed Markets Select Equity ETF made up ﹤0.01% of Compass Financial Management's portfolio in Q3 2026, its #1476 holding.
  • 14 funds tracked by Wall St. Rank held Harding Loevner International Developed Markets Select Equity ETF as of Q3 2026.

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