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Certus Wealth Management, LLC: IEFA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Certus Wealth Management, LLC on IEFA, newest first. How the timeline and the estimate are built.

Certus Wealth Management, LLC held 24,852 IEFA shares at 2025-09-30 per its 13F-HR filed 2025-11-07.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 24,852 shares
    Change vs previous 13F -1,416 shares

    1.3% of the 13F portfolio, value $2,169,828.

    13F-HR 0001765380-25-000447 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 26,268 shares
    Change vs previous 13F -275 shares

    1.41% of the 13F portfolio, value $2,192,853.

    13F-HR 0001765380-25-000265 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 26,543 shares
    Change vs previous 13F -406 shares

    1.45% of the 13F portfolio, value $2,131,403.

    13F-HR 0001765380-25-000223 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 26,949 shares
    Change vs previous 13F -26 shares

    1.34% of the 13F portfolio, value $2,006,757.

    13F-HR 0001765380-25-000072 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 26,975 shares
    Change vs previous 13F -759 shares

    1.47% of the 13F portfolio, value $2,105,399.

    13F-HR 0001765380-24-000435 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 27,734 shares
    Change vs previous 13F +130 shares

    1.53% of the 13F portfolio, value $2,014,598.

    13F-HR 0001765380-24-000261 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 27,604 shares
    Change vs previous 13F -9,647 shares

    1.61% of the 13F portfolio, value $2,025,305.

    13F-HR 0001765380-24-000188 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F/A 37,251 shares
    Change vs previous 13F not available

    2.22% of the 13F portfolio, value $2,620,608.

    13F-HR/A 0001765380-24-000101 filed by Certus Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).