Certus Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Certus Wealth Management’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
2025 Q3	$2.17M	Sell	24,852 -1,416	-5%	-$120K	1.3%	21
2025 Q2	$2.19M	Sell	26,268 -275	-1%	-$21.8K	1.41%	19
2025 Q1	$2.13M	Sell	26,543 -406	-2%	-$30.4K	1.45%	18
2024 Q4	$2.01M	Sell	26,949 -26	-0.1%	-$1.92K	1.34%	18
2024 Q3	$2.11M	Sell	26,975 -759	-3%	-$56.8K	1.47%	18
2024 Q2	$2.01M	Buy	27,734 +130	+0.5%	+$9.57K	1.53%	19
2024 Q1	$2.03M	Sell	27,604 -9,647	-26%	-$687K	1.61%	17
2023 Q4	$2.62M	Sell	37,251 -5,650	-13%	-$372K	2.22%	13
2023 Q3	$2.76M	Sell	42,901 -30,436	-42%	-$2.04M	2.64%	11
2023 Q2	$4.95M	Buy	+73,337	New	+$4.97M	4.92%	5

Other funds holding IEFA

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

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

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

TIAA Trust, National Association Charlotte, North Carolina $1.65B AUM 16.63% 1-Year Est. Return

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

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Certus Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 5.4% in Q3 2025, selling an estimated $120K and leaving 24,852 shares worth $2.17M. The position accounts for 1.3% of the portfolio, ranked #21.

Certus Wealth Management first reported a position in IEFA in Q2 2023 and has held it in 10 quarters since. The position peaked at $4.95M in Q2 2023. 2,134 funds tracked by Wall St. Rank hold IEFA as of Q3 2025.

Certus Wealth Management held 24,852 shares of iShares Core MSCI EAFE ETF worth $2.17M as of Q3 2025.
Certus Wealth Management sold 1,416 iShares Core MSCI EAFE ETF shares in Q3 2025, an estimated $120K.
iShares Core MSCI EAFE ETF made up 1.3% of Certus Wealth Management's portfolio in Q3 2025, its #21 holding.
Certus Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q2 2023 and has held it in 10 quarters since.
Certus Wealth Management's iShares Core MSCI EAFE ETF position peaked at $4.95M in Q2 2023.
2,134 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2025.

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