IEFA — ISHARES TR

Ownership history in Continuum Advisory, LLC  ·  20 quarters on record

This page tracks every 13F SEC filing in which Continuum Advisory, LLC reported a position in ISHARES TR (IEFA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.11% (2021 Q1)
Avg. % of fund
0.88%
First filed
2021 Q1
Last filed
2025 Q4
Quarters held
20
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 106,350 -1,901 -1.8% 0.95% $9.5M $89.46
2025 Q3 ADDED 108,251 +3,274 +3.1% 1.00% $9.5M $85.66
2025 Q2 ADDED 104,977 +1,767 +1.7% 1.05% $8.8M $81.90
2025 Q1 ADDED 103,210 +3,208 +3.2% 1.01% $7.8M $72.91
16 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    IEFA price (monthly, adj. close)

Other funds also holding IEFA

As of 2025 Q4 — sorted by position size

Chan Zuckerberg Initiative, LLC 27.9% CBM Financial, LLC 27.41% Ironwood Wealth Management, LLC. 3Y 7Y 22.54% Roth Financial Partners LLC 3Y 21.93% Cabot-Wellington, LLC 3Y 7Y 21.15% CKW FINANCIAL GROUP 3Y 7Y 20.94% Passaic Partners LLC 3Y 20.89% MARQUETTE ASSOCIATES, INC. 19.61% NorthLanding Financial Partners, LLC 3Y 18.8% Dean, Jacobson Financial Services, LLC 3Y 18.15%
← Back to Continuum Advisory, LLC Holdings