Certuity’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Certuity’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$772K	Sell	10,080 -1,467	-13%	-$114K	0.04%	223
2026 Q1	$858K	Buy	+11,547	New	+$868K	0.06%	189
2021 Q4	–	Sell	-4,250	Closed	-$218K	–	331
2021 Q3	$218K	Hold	4,250	–	–	0.04%	348
2021 Q2	$220K	Buy	+4,250	New	+$225K	0.05%	298
2020 Q3	–	Sell	-5,865	Closed	-$234K	–	209
2020 Q2	$234K	Buy	+5,865	New	+$224K	0.11%	142

Other funds holding EFV

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

RIG

RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Certuity's EFV Position: Q2 2026 in Review

Certuity reduced its iShares MSCI EAFE Value ETF (EFV) stake by 13% in Q2 2026, selling an estimated $114K and leaving 10,080 shares worth $772K. The position accounts for 0.04% of the portfolio, ranked #223.

Certuity first reported a position in EFV in Q2 2020 and has held it in 5 quarters since. The position peaked at $858K in Q1 2026. 552 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Certuity held 10,080 shares of iShares MSCI EAFE Value ETF worth $772K as of Q2 2026.
Certuity sold 1,467 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $114K.
iShares MSCI EAFE Value ETF made up 0.04% of Certuity's portfolio in Q2 2026, its #223 holding.
Certuity first reported a position in iShares MSCI EAFE Value ETF in Q2 2020 and has held it in 5 quarters since.
Certuity's iShares MSCI EAFE Value ETF position peaked at $858K in Q1 2026.
552 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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