Certus Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Certus Wealth Management’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
2025 Q3	$3.63M	Sell	31,902 -24,820	-44%	-$2.77M	2.17%	14
2025 Q2	$6.35M	Sell	56,722 -1,096	-2%	-$116K	4.09%	10
2025 Q1	$6.18M	Sell	57,818 -20,493	-26%	-$2.09M	4.2%	10
2024 Q4	$8.02M	Buy	78,311 +9,605	+14%	+$976K	5.37%	5
2024 Q3	$7.4M	Buy	68,706 +579	+0.8%	+$60.1K	5.15%	6
2024 Q2	$6.97M	Buy	68,127 +12,733	+23%	+$1.3M	5.29%	6
2024 Q1	$5.6M	Buy	55,394 +8,834	+19%	+$879K	4.46%	7
2023 Q4	$4.51M	Sell	46,560 -9,534	-17%	-$854K	3.83%	8
2023 Q3	$4.84M	Buy	56,094 +28,876	+106%	+$2.66M	4.63%	5
2023 Q2	$2.6M	Buy	+27,218	New	+$2.59M	2.58%	8

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Certus Wealth Management's EFG Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 44% in Q3 2025, selling an estimated $2.77M and leaving 31,902 shares worth $3.63M. The position accounts for 2.17% of the portfolio, ranked #14.

Certus Wealth Management first reported a position in EFG in Q2 2023 and has held it in 10 quarters since. The position peaked at $8.02M in Q4 2024. 975 funds tracked by Wall St. Rank hold EFG as of Q3 2025.

Certus Wealth Management held 31,902 shares of iShares MSCI EAFE Growth ETF worth $3.63M as of Q3 2025.
Certus Wealth Management sold 24,820 iShares MSCI EAFE Growth ETF shares in Q3 2025, an estimated $2.77M.
iShares MSCI EAFE Growth ETF made up 2.17% of Certus Wealth Management's portfolio in Q3 2025, its #14 holding.
Certus Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $8.02M in Q4 2024.
975 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.