C
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Certuity’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Certuity’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.71M Sell
40,997
-2,995
-7% -$280K 0.24% 71
2025
Q4 		$3.94M Buy
43,992
+21,786
+98% +$1.93M 0.25% 61
2025
Q3 		$1.94M Buy
22,206
+14,558
+190% +$1.24M 0.13% 102
2025
Q2 		$638K Buy
7,648
+199
+3% +$15.8K 0.06% 179
2025
Q1 		$564K Sell
7,449
-875
-11% -$65.4K 0.06% 171
2024
Q4 		$585K Buy
8,324
+3,101
+59% +$229K 0.06% 159
2024
Q3 		$408K Sell
5,223
-3,801
-42% -$285K 0.04% 204
2024
Q2 		$656K Sell
9,024
-1,500
-14% -$110K 0.05% 160
2024
Q1 		$781K Buy
10,524
+501
+5% +$35.7K 0.07% 134
2023
Q4 		$705K Sell
10,023
-433
-4% -$28.5K 0.07% 145
2023
Q3 		$673K Buy
10,456
+1,266
+14% +$84.8K 0.08% 114
2023
Q2 		$620K Buy
9,190
+3,730
+68% +$253K 0.07% 128
2023
Q1 		$365K Hold
5,460
– – 0.05% 139
2022
Q4 		$337K Buy
5,460
+630
+13% +$37.1K 0.05% 142
2022
Q3 		$254K Hold
4,830
– – 0.06% 152
2022
Q2 		$284K Buy
4,830
+42
+0.9% +$2.69K 0.07% 158
2022
Q1 		$333K Hold
4,788
– – 0.07% 190
2021
Q4 		$357K Sell
4,788
-156
-3% -$11.7K 0.08% 180
2021
Q3 		$367K Sell
4,944
-5
-0.1% -$380 0.07% 222
2021
Q2 		$370K Sell
4,949
-4
-0.1% -$302 0.09% 182
2021
Q1 		$357K Sell
4,953
-7
-0.1% -$500 0.1% 166
2020
Q4 		$343K Buy
4,960
+172
+4% +$11.1K 0.11% 137
2020
Q3 		$289K Hold
4,788
– – 0.11% 128
2020
Q2 		$274K Buy
+4,788
New +$259K 0.13% 116
2020
Q1 		– Sell
-3,801
Closed -$248K – 197
2019
Q4 		$248K Buy
+3,801
New +$241K 0.12% 139

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Certuity's IEFA Position: Q1 2026 in Review

Certuity reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 6.8% in Q1 2026, selling an estimated $280K and leaving 40,997 shares worth $3.71M. The position accounts for 0.24% of the portfolio, ranked #71.

Certuity first reported a position in IEFA in Q4 2019 and has held it in 25 quarters since. The position peaked at $3.94M in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Certuity held 40,997 shares of iShares Core MSCI EAFE ETF worth $3.71M as of Q1 2026.
  • Certuity sold 2,995 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $280K.
  • iShares Core MSCI EAFE ETF made up 0.24% of Certuity's portfolio in Q1 2026, its #71 holding.
  • Certuity first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 25 quarters since.
  • Certuity's iShares Core MSCI EAFE ETF position peaked at $3.94M in Q4 2025.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Certuity's 13F filing for Q1 2026, filed 11 May 2026.