Continuum Advisory’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Continuum Advisory’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$657K	Buy	8,835 +1,626	+23%	+$122K	0.06%	239
2025 Q4	$515K	Sell	7,209 -864	-11%	-$60K	0.05%	275
2025 Q3	$548K	Sell	8,073 -221	-3%	-$14.6K	0.06%	262
2025 Q2	$527K	Buy	8,294 +1,354	+20%	+$82.8K	0.06%	257
2025 Q1	$409K	Sell	6,940 -1,079	-13%	-$61K	0.05%	269
2024 Q4	$421K	Buy	8,019 +105	+1%	+$5.75K	0.05%	267
2024 Q3	$425K	Buy	7,914 +3,443	+77%	+$190K	0.05%	269
2024 Q2	$237K	Sell	4,471 -628	-12%	-$34.1K	0.03%	338
2024 Q1	$282K	Sell	5,099 -6,351	-55%	-$331K	0.04%	315
2023 Q4	$597K	Sell	11,450 -632	-5%	-$31.3K	0.08%	252
2023 Q3	$591K	Sell	12,082 -2,774	-19%	-$137K	0.09%	247
2023 Q2	$727K	Sell	14,856 -8,232	-36%	-$405K	0.12%	212
2023 Q1	$1.12M	Sell	23,088 -1,988	-8%	-$96.2K	0.19%	137
2022 Q4	$1.15M	Buy	25,076 +446	+2%	+$19.4K	0.21%	139
2022 Q3	$949K	Buy	24,630 +119	+0.5%	+$5.07K	0.17%	157
2022 Q2	$1.06M	Buy	24,511 +12,806	+109%	+$610K	0.19%	142
2022 Q1	$557K	Buy	11,705 +6,084	+108%	+$309K	0.11%	225
2021 Q4	$283K	Buy	5,621 +225	+4%	+$11.5K	0.06%	254
2021 Q3	$274K	Buy	5,396 +57	+1%	+$2.95K	0.07%	236
2021 Q2	$276K	Buy	+5,339	New	+$282K	0.09%	220
2018 Q4	–	Sell	-3,985	Closed	-$207K	–	161
2018 Q3	$207K	Buy	+3,985	New	+$205K	0.14%	142
2018 Q1	–	Sell	-4,822	Closed	-$266K	–	146
2017 Q4	$266K	Buy	4,822 +1,053	+28%	+$57.8K	0.2%	124
2017 Q3	$206K	Sell	3,769 -111	-3%	-$5.89K	0.18%	144
2017 Q2	$201K	Buy	+3,880	New	+$201K	0.2%	136

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

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

Continuum Advisory's EFV Position: Q1 2026 in Review

Continuum Advisory increased its iShares MSCI EAFE Value ETF (EFV) stake by 23% in Q1 2026, buying an estimated $122K and bringing the position to 8,835 shares worth $657K. The position accounts for 0.06% of the portfolio, ranked #239.

Continuum Advisory first reported a position in EFV in Q2 2017 and has held it in 24 quarters since. The position peaked at $1.15M in Q4 2022. 1,255 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Continuum Advisory held 8,835 shares of iShares MSCI EAFE Value ETF worth $657K as of Q1 2026.
Continuum Advisory bought 1,626 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $122K.
iShares MSCI EAFE Value ETF made up 0.06% of Continuum Advisory's portfolio in Q1 2026, its #239 holding.
Continuum Advisory first reported a position in iShares MSCI EAFE Value ETF in Q2 2017 and has held it in 24 quarters since.
Continuum Advisory's iShares MSCI EAFE Value ETF position peaked at $1.15M in Q4 2022.
1,255 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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