Continuum Advisory’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Continuum Advisory’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$439K	Buy	+3,946	New	+$464K	0.04%	300
2025 Q3	–	Sell	-2,986	Closed	-$334K	–	444
2025 Q2	$334K	Sell	2,986 -448	-13%	-$47.3K	0.04%	320
2025 Q1	$343K	Sell	3,434 -1,128	-25%	-$115K	0.04%	296
2024 Q4	$442K	Buy	4,562 +56	+1%	+$5.69K	0.06%	257
2024 Q3	$446K	Buy	4,506 +488	+12%	+$50.6K	0.06%	261
2024 Q2	$411K	Buy	4,018 +1,190	+42%	+$122K	0.06%	252
2024 Q1	$291K	Sell	2,828 -148	-5%	-$14.7K	0.04%	309
2023 Q4	$288K	Sell	2,976 -562	-16%	-$50.4K	0.04%	378
2023 Q3	$305K	Sell	3,538 -1,115	-24%	-$103K	0.05%	361
2023 Q2	$444K	Buy	4,653 +413	+10%	+$39.3K	0.07%	303
2023 Q1	$397K	Buy	4,240 +1,011	+31%	+$90.9K	0.07%	301
2022 Q4	$270K	Sell	3,229 -243	-7%	-$19.6K	0.05%	357
2022 Q3	$252K	Buy	3,472 +635	+22%	+$51.8K	0.04%	342
2022 Q2	$228K	Hold	2,837	–	–	0.04%	371
2022 Q1	$250K	Sell	2,837 -1,221	-30%	-$120K	0.05%	341
2021 Q4	$448K	Buy	4,058 +261	+7%	+$28.6K	0.1%	189
2021 Q3	$404K	Buy	3,797 +646	+21%	+$71.1K	0.11%	181
2021 Q2	$338K	Buy	+3,151	New	+$335K	0.11%	201

Other funds holding EFG

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Continuum Advisory's EFG Position: Q1 2026 in Review

Continuum Advisory opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 3,946 shares worth $439K. The stake represents 0.04% of the portfolio and ranks #300 among its holdings. This is a return to the name: Continuum Advisory previously reported a position in EFG as recently as Q2 2025.

Continuum Advisory first reported a position in EFG in Q2 2021 and has held it in 18 quarters since. The position peaked at $448K in Q4 2021. 1,010 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Continuum Advisory held 3,946 shares of iShares MSCI EAFE Growth ETF worth $439K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Continuum Advisory position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.04% of Continuum Advisory's portfolio in Q1 2026, its #300 holding.
Continuum Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 18 quarters since.
Continuum Advisory's iShares MSCI EAFE Growth ETF position peaked at $448K in Q4 2021.
1,010 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

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