Ownership history in Cornerstone Advisory, LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which Cornerstone 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 β sourced directly from SEC EDGAR 13F filings.
π Cornerstone Advisory, LLC underperformed the S&P 500 by β8.5% annually on this IEFA position. Timing score: 62% (16/26 decisions correct). Average cost basis: $55.67. Maximum drawdown during holding period: β28.0%.
β Significantly underperformed the S&P 500 by 8.5% ann.
26 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 26 add/trim decisions correct
Best entry: $44.30 (2018 Q4) Β· Worst: $85.66 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
21 adds Β· 7 trims. Bought during 7 of 10 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.05% 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