Continuum Advisory’s iShares MSCI EAFE ETF EFA Stock Holding History

Continuum Advisory’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 Q1	$807K	Buy	8,307 +96	+1%	+$9.61K	0.08%	218
2025 Q4	$789K	Buy	8,211 +934	+13%	+$88.6K	0.08%	217
2025 Q3	$679K	Buy	7,277 +1,869	+35%	+$170K	0.07%	229
2025 Q2	$483K	Buy	5,408 +349	+7%	+$29.8K	0.06%	265
2025 Q1	$413K	Sell	5,059 -463	-8%	-$37.3K	0.05%	266
2024 Q4	$418K	Buy	5,522 +224	+4%	+$17.7K	0.05%	269
2024 Q3	$410K	Buy	5,298 +748	+16%	+$60.2K	0.05%	273
2024 Q2	$356K	Buy	4,550 +112	+3%	+$8.87K	0.05%	271
2024 Q1	$356K	Buy	4,438 +381	+9%	+$29.1K	0.05%	272
2023 Q4	$306K	Buy	4,057 +941	+30%	+$66.5K	0.04%	364
2023 Q3	$215K	Buy	+3,116	New	+$223K	0.03%	417

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Continuum Advisory's EFA Position: Q1 2026 in Review

Continuum Advisory increased its iShares MSCI EAFE ETF (EFA) stake by 1.2% in Q1 2026, buying an estimated $9.61K and bringing the position to 8,307 shares worth $807K. The position accounts for 0.08% of the portfolio, ranked #218.

Continuum Advisory first reported a position in EFA in Q3 2023 and has held it in 11 quarters since. 2,202 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Continuum Advisory held 8,307 shares of iShares MSCI EAFE ETF worth $807K as of Q1 2026.
Continuum Advisory bought 96 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $9.61K.
iShares MSCI EAFE ETF made up 0.08% of Continuum Advisory's portfolio in Q1 2026, its #218 holding.
Continuum Advisory first reported a position in iShares MSCI EAFE ETF in Q3 2023 and has held it in 11 quarters since.
2,202 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Continuum Advisory's 13F filing for Q1 2026, filed 22 Apr 2026.