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

Continuum Wealth Advisors’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 Q2	$942K	Buy	9,750 +1,012	+12%	+$97.2K	0.32%	33
2026 Q1	$791K	Buy	8,738 +27	+0.3%	+$2.52K	0.33%	30
2025 Q4	$779K	Buy	+8,711	New	+$770K	0.3%	35
2023 Q4	–	Sell	-87,947	Closed	-$5.66M	–	52
2023 Q3	$5.66M	Buy	87,947 +5,373	+7%	+$360K	3.99%	10
2023 Q2	$5.57M	Buy	+82,574	New	+$5.6M	3.95%	10

Other funds holding IEFA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Continuum Wealth Advisors's IEFA Position: Q2 2026 in Review

Continuum Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 12% in Q2 2026, buying an estimated $97.2K and bringing the position to 9,750 shares worth $942K. The position accounts for 0.32% of the portfolio, ranked #33.

Continuum Wealth Advisors first reported a position in IEFA in Q2 2023 and has held it in 5 quarters since. The position peaked at $5.66M in Q3 2023. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Continuum Wealth Advisors held 9,750 shares of iShares Core MSCI EAFE ETF worth $942K as of Q2 2026.
Continuum Wealth Advisors bought 1,012 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $97.2K.
iShares Core MSCI EAFE ETF made up 0.32% of Continuum Wealth Advisors's portfolio in Q2 2026, its #33 holding.
Continuum Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 5 quarters since.
Continuum Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $5.66M in Q3 2023.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Continuum Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.