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 Q2	$524K	Buy	4,215 +269	+7%	+$32.4K	0.04%	286
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 $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Continuum Advisory's EFG Position: Q2 2026 in Review

Continuum Advisory increased its iShares MSCI EAFE Growth ETF (EFG) stake by 6.8% in Q2 2026, buying an estimated $32.4K and bringing the position to 4,215 shares worth $524K. The position accounts for 0.04% of the portfolio, ranked #286.

Continuum Advisory first reported a position in EFG in Q2 2021 and has held it in 19 quarters since. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Continuum Advisory held 4,215 shares of iShares MSCI EAFE Growth ETF worth $524K as of Q2 2026.
Continuum Advisory bought 269 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $32.4K.
iShares MSCI EAFE Growth ETF made up 0.04% of Continuum Advisory's portfolio in Q2 2026, its #286 holding.
Continuum Advisory first reported a position in iShares MSCI EAFE Growth ETF in Q2 2021 and has held it in 19 quarters since.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Continuum Advisory's 13F filing for Q2 2026, filed 6 Aug 2026.