Compass Planning Associates Inc EFA — ISHARES TR

Ownership history in Compass Planning Associates Inc  ·  6 quarters on record

AI Ownership Summary

Compass Planning Associates Inc reported ISHARES TR (EFA) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.95% in 2025 Q3. The latest visible filing shows EFA at 0.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EFA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Compass Planning Associates Inc's position in ISHARES TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

EFA was reported at 0.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

EFA stock page Compass Planning Associates Inc fund profile Compass Planning Associates Inc full holdings
How Compass Planning Associates Inc held EFA — position size vs. price
% of Fund (quarterly)    EFA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 8,511 -599 -6.6% 0.53% $827K 2026-04-21 $101.63
2025 Q4 REDUCED 17.7% +1.1% ❌ 9,110 -1,964 -17.7% 0.61% $875K 2026-01-22 $99.42
2025 Q3 UNCHANGED — — — 11,074 — 0% 0.95% $1.0M 2025-10-22 $92.77
2025 Q2 REDUCED — — — 11,074 -44 -0.4% 0.91% $990K 2025-07-21 $87.25
2025 Q1 UNCHANGED — — — 11,118 — 0% 0.92% $909K 2025-04-14 $77.06
2024 Q4 INITIATED — — — 11,118 — — 0.85% $841K 2025-02-03 $75.61

🏢 Other funds also holding EFA

As of 2026 Q1 — sorted by position size

HT Partners LLC 3Y 7Y 13.25% LWM ADVISORS INC 11.85% CAPE ANN SAVINGS BANK 3Y 7Y 10.99% Fluent Financial, LLC 3Y 7Y 8.76% COREPATH WEALTH PARTNERS LLC 3Y 8.11% IFG Advisors, LLC 3Y 7.78% Sincerus Advisory, LLC 7.49% Cooke Wealth Management, LLC 6.48% URS Advisory LLC 6.37% Prosperity Planning, Inc. 3Y 6.14%

FAQ About Compass Planning Associates Inc and EFA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Compass Planning Associates Inc reported owning EFA?

Compass Planning Associates Inc reported EFA across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported EFA position in Compass Planning Associates Inc's portfolio?

The largest reported portfolio weight for EFA was 0.95% in 2025 Q3.

What is the latest reported EFA position on this page?

The most recent filing on this page is 2026 Q1, when Compass Planning Associates Inc reported 8,511 shares, equal to 0.53% of portfolio, with an estimated market value of $827K.

What does the chart on this EFA ownership page compare?

The chart compares Compass Planning Associates Inc's quarterly EFA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Compass Planning Associates Inc time their EFA position?

Based on 13F filing dates vs. subsequent EFA price moves, Compass Planning Associates Inc correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on EFA relative to SPY over the holding period was +8.8%.

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