Continuum Wealth Advisors’s iShares Global Consumer Discretionary ETF RXI Stock Holding History

Continuum Wealth Advisors’s Portfolio RXI Stock Details RXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$272K	Hold	1,470	–	–	0.09%	66
2026 Q2	$284K	Hold	1,470	–	–	0.1%	66
2026 Q1	$274K	Hold	1,470	–	–	0.11%	61
2025 Q4	$302K	Hold	1,470	–	–	0.12%	68
2025 Q3	$304K	Hold	1,470	–	–	0.13%	54
2025 Q2	$277K	Hold	1,470	–	–	0.13%	50
2025 Q1	$261K	Hold	1,470	–	–	0.13%	47
2024 Q4	$271K	Hold	1,470	–	–	0.14%	49
2024 Q3	$261K	Hold	1,470	–	–	0.14%	49
2024 Q2	$236K	Hold	1,470	–	–	0.12%	52
2024 Q1	$247K	Sell	1,470 -396	-21%	-$63.6K	0.14%	56
2023 Q4	$297K	Hold	1,866	–	–	0.19%	37
2023 Q3	$273K	Hold	1,866	–	–	0.19%	39
2023 Q2	$292K	Hold	1,866	–	–	0.21%	39
2023 Q1	$271K	Hold	1,866	–	–	0.22%	33
2022 Q4	$235K	Buy	+1,866	New	+$239K	0.23%	39

Other funds holding RXI

Frank Rimerman Advisors Palo Alto, California $1.81B AUM 32.96% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

FWA

Fulcrum Wealth Advisors Bellevue, Washington $144M AUM 21.17% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Central Pacific Bank - Trust Division Honolulu, Hawaii $952M AUM 25.15% 1-Year Est. Return

Continuum Wealth Advisors's RXI Position: Q3 2026 in Review

Continuum Wealth Advisors held its iShares Global Consumer Discretionary ETF (RXI) position steady in Q3 2026 at 1,470 shares worth $272K. The position accounts for 0.09% of the portfolio, ranked #66.

Continuum Wealth Advisors first reported a position in RXI in Q4 2022 and has held it in 16 quarters since. The position peaked at $304K in Q3 2025. 10 funds tracked by Wall St. Rank hold RXI as of Q3 2026.

Continuum Wealth Advisors held 1,470 shares of iShares Global Consumer Discretionary ETF worth $272K as of Q3 2026.
Continuum Wealth Advisors left its iShares Global Consumer Discretionary ETF share count unchanged in Q3 2026.
iShares Global Consumer Discretionary ETF made up 0.09% of Continuum Wealth Advisors's portfolio in Q3 2026, its #66 holding.
Continuum Wealth Advisors first reported a position in iShares Global Consumer Discretionary ETF in Q4 2022 and has held it in 16 quarters since.
Continuum Wealth Advisors's iShares Global Consumer Discretionary ETF position peaked at $304K in Q3 2025.
10 funds tracked by Wall St. Rank held iShares Global Consumer Discretionary ETF as of Q3 2026.

Based on Continuum Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.