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Certuity’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Certuity’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$321K Hold
2,581
– – 0.02% 487
2026
Q1 		$287K Buy
+2,581
New +$304K 0.02% 475

Other funds holding EFG

PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
FSWA
Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return
BAAM
Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

Certuity's EFG Position: Q2 2026 in Review

Certuity held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 2,581 shares worth $321K. The position accounts for 0.02% of the portfolio, ranked #487.

Certuity first reported a position in EFG in Q1 2026 and has held it in 2 quarters since. 485 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Certuity held 2,581 shares of iShares MSCI EAFE Growth ETF worth $321K as of Q2 2026.
  • Certuity left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Certuity's portfolio in Q2 2026, its #487 holding.
  • Certuity first reported a position in iShares MSCI EAFE Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 485 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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