Certus Wealth Management’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Certus Wealth Management’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
2025 Q3	$9.72M	Sell	143,330 -15,295	-10%	-$1.01M	5.82%	3
2025 Q2	$10.1M	Buy	158,625 +38,144	+32%	+$2.33M	6.48%	3
2025 Q1	$7.44M	Sell	120,481 -26,570	-18%	-$1.5M	5.05%	7
2024 Q4	$8.22M	Buy	147,051 +453	+0.3%	+$24.8K	5.5%	4
2024 Q3	$8.43M	Buy	146,598 +60,704	+71%	+$3.35M	5.87%	4
2024 Q2	$4.56M	Sell	85,894 -49,149	-36%	-$2.67M	3.46%	11
2024 Q1	$7.37M	Buy	135,043 +14,231	+12%	+$743K	5.87%	4
2023 Q4	$6.29M	Buy	120,812 +538	+0.4%	+$26.6K	5.34%	4
2023 Q3	$5.89M	Buy	120,274 +72,739	+153%	+$3.6M	5.63%	4
2023 Q2	$2.33M	Buy	+47,535	New	+$2.34M	2.31%	12

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Certus Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 9.6% in Q3 2025, selling an estimated $1.01M and leaving 143,330 shares worth $9.72M. The position accounts for 5.82% of the portfolio, ranked #3.

Certus Wealth Management first reported a position in EFV in Q2 2023 and has held it in 10 quarters since. The position peaked at $10.1M in Q2 2025. 1,112 funds tracked by Wall St. Rank hold EFV as of Q3 2025.

Certus Wealth Management held 143,330 shares of iShares MSCI EAFE Value ETF worth $9.72M as of Q3 2025.
Certus Wealth Management sold 15,295 iShares MSCI EAFE Value ETF shares in Q3 2025, an estimated $1.01M.
iShares MSCI EAFE Value ETF made up 5.82% of Certus Wealth Management's portfolio in Q3 2025, its #3 holding.
Certus Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares MSCI EAFE Value ETF position peaked at $10.1M in Q2 2025.
1,112 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2025.

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