Continuum Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Continuum Advisory’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.9M	Buy	109,337 +2,987	+3%	+$279K	0.95%	21
2025 Q4	$9.51M	Sell	106,350 -1,901	-2%	-$168K	0.95%	18
2025 Q3	$9.45M	Buy	108,251 +3,274	+3%	+$278K	1%	18
2025 Q2	$8.76M	Buy	104,977 +1,767	+2%	+$140K	1.05%	18
2025 Q1	$7.81M	Buy	103,210 +3,208	+3%	+$240K	1.01%	18
2024 Q4	$7.03M	Buy	100,002 +1,429	+1%	+$105K	0.9%	19
2024 Q3	$7.11M	Buy	98,573 +8,331	+9%	+$624K	0.91%	19
2024 Q2	$6.56M	Buy	90,242 +4,061	+5%	+$299K	0.94%	19
2024 Q1	$6.42M	Sell	86,181 -2,366	-3%	-$168K	0.96%	19
2023 Q4	$6.23M	Buy	88,547 +19,285	+28%	+$1.27M	0.89%	19
2023 Q3	$4.46M	Buy	69,262 +1,146	+2%	+$76.7K	0.71%	25
2023 Q2	$4.6M	Buy	68,116 +505	+0.7%	+$34.2K	0.73%	21
2023 Q1	$4.52M	Sell	67,611 -6,808	-9%	-$446K	0.77%	22
2022 Q4	$4.59M	Buy	74,419 +9,211	+14%	+$542K	0.83%	21
2022 Q3	$3.44M	Buy	65,208 +2,163	+3%	+$127K	0.61%	29
2022 Q2	$3.71M	Sell	63,045 -1,400	-2%	-$89.8K	0.67%	25
2022 Q1	$4.18M	Buy	64,445 +15,794	+32%	+$1.12M	0.79%	22
2021 Q4	$3.63M	Buy	48,651 +2,923	+6%	+$220K	0.82%	29
2021 Q3	$3.4M	Buy	45,728 +2,730	+6%	+$208K	0.91%	24
2021 Q2	$3.22M	Buy	42,998 +5,820	+16%	+$439K	1%	20
2021 Q1	$2.79M	Buy	37,178 +2,003	+6%	+$143K	1.16%	21
2020 Q4	$2.43M	Buy	35,175 +2,831	+9%	+$183K	1.11%	27
2020 Q3	$1.96M	Buy	32,344 +1,484	+5%	+$89.5K	1.07%	26
2020 Q2	$1.77M	Buy	+30,860	New	+$1.67M	1.11%	27

Other funds holding IEFA

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Continuum Advisory's IEFA Position: Q1 2026 in Review

Continuum Advisory increased its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q1 2026, buying an estimated $279K and bringing the position to 109,337 shares worth $9.9M. The position accounts for 0.95% of the portfolio, ranked #21.

Continuum Advisory first reported a position in IEFA in Q2 2020 and has held it in 24 quarters since. 2,401 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Continuum Advisory held 109,337 shares of iShares Core MSCI EAFE ETF worth $9.9M as of Q1 2026.
Continuum Advisory bought 2,987 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $279K.
iShares Core MSCI EAFE ETF made up 0.95% of Continuum Advisory's portfolio in Q1 2026, its #21 holding.
Continuum Advisory first reported a position in iShares Core MSCI EAFE ETF in Q2 2020 and has held it in 24 quarters since.
2,401 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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