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

Compass Financial Services’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 Q1	$609K	Buy	6,728 +592	+10%	+$55.3K	0.26%	35
2025 Q4	$549K	Buy	6,136 +659	+12%	+$58.3K	0.24%	32
2025 Q3	$478K	Buy	5,477 +294	+6%	+$25K	0.21%	33
2025 Q2	$433K	Buy	5,183 +57	+1%	+$4.52K	0.21%	31
2025 Q1	$388K	Hold	5,126	–	–	0.2%	29
2024 Q4	$360K	Buy	+5,126	New	+$378K	0.2%	28

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Compass Financial Services's IEFA Position: Q1 2026 in Review

Compass Financial Services increased its iShares Core MSCI EAFE ETF (IEFA) stake by 9.6% in Q1 2026, buying an estimated $55.3K and bringing the position to 6,728 shares worth $609K. The position accounts for 0.26% of the portfolio, ranked #35.

Compass Financial Services first reported a position in IEFA in Q4 2024 and has held it in 6 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Compass Financial Services held 6,728 shares of iShares Core MSCI EAFE ETF worth $609K as of Q1 2026.
Compass Financial Services bought 592 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $55.3K.
iShares Core MSCI EAFE ETF made up 0.26% of Compass Financial Services's portfolio in Q1 2026, its #35 holding.
Compass Financial Services first reported a position in iShares Core MSCI EAFE ETF in Q4 2024 and has held it in 6 quarters since.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Compass Financial Services's 13F filing for Q1 2026, filed 1 May 2026.