Compass Planning Associates’s iShares MSCI EAFE ETF EFA Stock Holding History

Compass Planning Associates’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$887K	Sell	8,536 -1	-0%	-$106	0.46%	16
2026 Q2	$887K	Buy	8,537 +26	+0.3%	+$2.67K	0.48%	15
2026 Q1	$827K	Sell	8,511 -599	-7%	-$59.9K	0.53%	15
2025 Q4	$875K	Sell	9,110 -1,964	-18%	-$186K	0.61%	14
2025 Q3	$1.03M	Hold	11,074	–	–	0.95%	12
2025 Q2	$990K	Sell	11,074 -44	-0.4%	-$3.76K	0.91%	13
2025 Q1	$909K	Hold	11,118	–	–	0.92%	12
2024 Q4	$841K	Buy	+11,118	New	+$880K	0.85%	11

Other funds holding EFA

NYU

New York University New York $314M AUM 25.02% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Greenfield FTC Reno, Nevada $743M AUM 14.64% 1-Year Est. Return

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 19.15% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

RIM

Ryan Investment Management Basalt, Colorado $239M AUM 16.47% 1-Year Est. Return

IFG Advisors St. Louis, Missouri $730M AUM 19.37% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Compass Planning Associates's EFA Position: Q3 2026 in Review

Compass Planning Associates reduced its iShares MSCI EAFE ETF (EFA) stake by 0.01% in Q3 2026, selling an estimated $106 and leaving 8,536 shares worth $887K. The position accounts for 0.46% of the portfolio, ranked #16.

Compass Planning Associates first reported a position in EFA in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q3 2025. 582 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

Compass Planning Associates held 8,536 shares of iShares MSCI EAFE ETF worth $887K as of Q3 2026.
Compass Planning Associates sold 1 iShares MSCI EAFE ETF share in Q3 2026, an estimated $106.
iShares MSCI EAFE ETF made up 0.46% of Compass Planning Associates's portfolio in Q3 2026, its #16 holding.
Compass Planning Associates first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 8 quarters since.
Compass Planning Associates's iShares MSCI EAFE ETF position peaked at $1.03M in Q3 2025.
582 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Compass Planning Associates's 13F filing for Q3 2026, filed 13 Oct 2026.