Ownership history in Certified Advisory Corp Β· 30 quarters on record
This page tracks every 13F SEC filing in which Certified Advisory Corp reported a position in ISHARES CORE MSCI EAFE ETF (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Certified Advisory Corp underperformed the S&P 500 by β6.7% annually on this IEFA position. Timing score: 56% (15/27 decisions correct). Average cost basis: $69.89. Maximum drawdown during holding period: β28.0%.
β Significantly underperformed the S&P 500 by 6.7% ann.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 27 add/trim decisions correct
Best entry: $44.30 (2018 Q4) Β· Worst: $89.46 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 10 trims. Bought during 5 of 10 down-price quarters. π More buys than sells across the holding period.
π Certified Advisory Corp has been actively increasing its IEFA allocation β a bullish signal from insiders.
Currently 1.18% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size