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 Q2	$4.17M	Buy	43,193 +2,196	+5%	+$211K	0.21%	64
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Certuity's IEFA Position: Q2 2026 in Review

Certuity increased its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q2 2026, buying an estimated $211K and bringing the position to 43,193 shares worth $4.17M. The position accounts for 0.21% of the portfolio, ranked #64.

Certuity first reported a position in IEFA in Q4 2019 and has held it in 26 quarters since. 2,456 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Certuity held 43,193 shares of iShares Core MSCI EAFE ETF worth $4.17M as of Q2 2026.
Certuity bought 2,196 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $211K.
iShares Core MSCI EAFE ETF made up 0.21% of Certuity's portfolio in Q2 2026, its #64 holding.
Certuity first reported a position in iShares Core MSCI EAFE ETF in Q4 2019 and has held it in 26 quarters since.
2,456 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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