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EFA icon

Certuity’s iShares MSCI EAFE ETF EFA Stock Holding History

Certuity’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.3M Sell
12,554
-285
-2% -$29.3K 0.06% 148
2026
Q1 		$1.25M Sell
12,839
-4,570
-26% -$457K 0.08% 139
2025
Q4 		$1.67M Sell
17,409
-5,503
-24% -$522K 0.11% 120
2025
Q3 		$2.14M Buy
22,912
+13,398
+141% +$1.22M 0.15% 96
2025
Q2 		$850K Buy
9,514
+948
+11% +$80.9K 0.08% 139
2025
Q1 		$700K Sell
8,566
-1,158
-12% -$93.3K 0.07% 153
2024
Q4 		$735K Sell
9,724
-67
-0.7% -$5.31K 0.08% 139
2024
Q3 		$819K Hold
9,791
– – 0.09% 145
2024
Q2 		$767K Buy
9,791
+103
+1% +$8.16K 0.06% 148
2024
Q1 		$774K Buy
9,688
+1,185
+14% +$90.6K 0.07% 135
2023
Q4 		$641K Sell
8,503
-515
-6% -$36.4K 0.06% 153
2023
Q3 		$622K Sell
9,018
-18,189
-67% -$1.3M 0.07% 122
2023
Q2 		$1.97M Buy
27,207
+18,813
+224% +$1.37M 0.22% 63
2023
Q1 		$600K Buy
8,394
+109
+1% +$7.62K 0.09% 100
2022
Q4 		$544K Buy
8,285
+239
+3% +$15K 0.09% 101
2022
Q3 		$451K Sell
8,046
-539
-6% -$33.6K 0.1% 99
2022
Q2 		$537K Buy
8,585
+193
+2% +$13.1K 0.14% 85
2022
Q1 		$618K Buy
8,392
+29
+0.3% +$2.17K 0.13% 112
2021
Q4 		$658K Sell
8,363
-2,965
-26% -$235K 0.14% 104
2021
Q3 		$884K Buy
11,328
+5,865
+107% +$469K 0.18% 98
2021
Q2 		$431K Sell
5,463
-5,030
-48% -$400K 0.1% 156
2021
Q1 		$796K Buy
10,493
+443
+4% +$33.4K 0.21% 77
2020
Q4 		$733K Sell
10,050
-938
-9% -$64.1K 0.24% 70
2020
Q3 		$699K Sell
10,988
-875
-7% -$56K 0.28% 65
2020
Q2 		$722K Buy
11,863
+952
+9% +$55K 0.34% 51
2020
Q1 		$583K Sell
10,911
-4,099
-27% -$260K 0.32% 53
2019
Q4 		$1.04M Buy
+15,010
New +$1.01M 0.5% 37

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Certuity's EFA Position: Q2 2026 in Review

Certuity reduced its iShares MSCI EAFE ETF (EFA) stake by 2.2% in Q2 2026, selling an estimated $29.3K and leaving 12,554 shares worth $1.3M. The position accounts for 0.06% of the portfolio, ranked #148.

Certuity first reported a position in EFA in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.14M in Q3 2025. 2,265 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Certuity held 12,554 shares of iShares MSCI EAFE ETF worth $1.3M as of Q2 2026.
  • Certuity sold 285 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $29.3K.
  • iShares MSCI EAFE ETF made up 0.06% of Certuity's portfolio in Q2 2026, its #148 holding.
  • Certuity first reported a position in iShares MSCI EAFE ETF in Q4 2019 and has held it in 27 quarters since.
  • Certuity's iShares MSCI EAFE ETF position peaked at $2.14M in Q3 2025.
  • 2,265 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.