Compass Investment Advisers’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Compass Investment Advisers’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
2024 Q4	$2.87M	Buy	+40,827	New	+$3.01M	8.33%	5

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Compass Investment Advisers's IEFA Position: Q4 2024 in Review

Compass Investment Advisers opened a new position in iShares Core MSCI EAFE ETF (IEFA) in Q4 2024: 40,827 shares worth $2.87M. The stake represents 8.33% of the portfolio and ranks #5 among its holdings.

2,002 funds tracked by Wall St. Rank hold IEFA as of Q4 2024.

Compass Investment Advisers held 40,827 shares of iShares Core MSCI EAFE ETF worth $2.87M as of Q4 2024.
iShares Core MSCI EAFE ETF was a new Compass Investment Advisers position in Q4 2024.
iShares Core MSCI EAFE ETF made up 8.33% of Compass Investment Advisers's portfolio in Q4 2024, its #5 holding.
2,002 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q4 2024.

Based on Compass Investment Advisers's 13F filing for Q4 2024, filed 9 Apr 2025.