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.
| 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 |
| 2024 Q4 | ADDED | 100,002 | +1,429 | +1.4% | 0.90% | $7.0M | $67.73 |
| 2024 Q3 | ADDED | 98,573 | +8,331 | +9.2% | 0.91% | $7.1M | $74.06 |
| 2024 Q2 | ADDED | 90,242 | +4,061 | +4.7% | 0.94% | $6.6M | $68.93 |
| 2024 Q1 | REDUCED | 86,181 | -2,366 | -2.7% | 0.96% | $6.4M | $69.20 |
| 2023 Q4 | ADDED | 88,547 | +19,285 | +27.8% | 0.89% | $6.2M | $65.59 |
| 2023 Q3 | ADDED | 69,262 | +1,146 | +1.7% | 0.71% | $4.5M | $59.17 |
As of 2025 Q4 — sorted by position size