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EFG icon

Centaurus Financial’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Centaurus Financial’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
2026
Q2 		$431K Sell
3,461
-12,201
-78% -$1.47M 0.02% 619
2026
Q1 		$1.74M Sell
15,662
-708
-4% -$83.3K 0.08% 228
2025
Q4 		$1.86M Buy
16,370
+11
+0.1% +$1.26K 0.09% 216
2025
Q3 		$1.86M Sell
16,359
-177
-1% -$19.7K 0.09% 216
2025
Q2 		$1.85M Buy
16,536
+291
+2% +$30.7K 0.11% 199
2025
Q1 		$1.62M Buy
16,245
+13
+0.1% +$1.32K 0.1% 195
2024
Q4 		$1.57M Buy
16,232
+439
+3% +$44.6K 0.1% 198
2024
Q3 		$1.7M Buy
15,793
+3,536
+29% +$367K 0.11% 177
2024
Q2 		$1.25M Sell
12,257
-117
-0.9% -$12K 0.08% 212
2024
Q1 		$1.28M Sell
12,374
-168
-1% -$16.7K 0.09% 203
2023
Q4 		$1.22M Sell
12,542
-195
-2% -$17.5K 0.09% 208
2023
Q3 		$1.1M Sell
12,737
-105
-0.8% -$9.68K 0.1% 213
2023
Q2 		$1.23M Sell
12,842
-8,665
-40% -$824K 0.11% 199
2023
Q1 		$2.02M Buy
21,507
+10,256
+91% +$922K 0.16% 150
2022
Q4 		$942K Sell
11,251
-6,638
-37% -$537K 0.09% 245
2022
Q3 		$1.3M Buy
17,889
+6,682
+60% +$545K 0.13% 192
2022
Q2 		$902K Sell
11,207
-4,049
-27% -$352K 0.09% 254
2022
Q1 		$1.47M Sell
15,256
-10,474
-41% -$1.03M 0.12% 214
2021
Q4 		$2.84M Buy
25,730
+299
+1% +$32.7K 0.21% 124
2021
Q3 		$2.71M Buy
25,431
+4,995
+24% +$550K 0.23% 108
2021
Q2 		$2.19M Sell
20,436
-1,894
-8% -$201K 0.18% 139
2021
Q1 		$2.24M Buy
22,330
+2,003
+10% +$204K 0.22% 118
2020
Q4 		$2.05M Buy
20,327
+5,122
+34% +$485K 0.22% 106
2020
Q3 		$1.37M Buy
+15,205
New +$1.35M 0.19% 132
2018
Q3 		– Sell
-650
Closed -$51K – 928
2018
Q2 		$51K Buy
+650
New +$52.7K 0.01% 927

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Centaurus Financial's EFG Position: Q2 2026 in Review

Centaurus Financial reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 78% in Q2 2026, selling an estimated $1.47M and leaving 3,461 shares worth $431K. The position accounts for 0.02% of the portfolio, ranked #619.

Centaurus Financial first reported a position in EFG in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.84M in Q4 2021. 1,057 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Centaurus Financial held 3,461 shares of iShares MSCI EAFE Growth ETF worth $431K as of Q2 2026.
  • Centaurus Financial sold 12,201 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $1.47M.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Centaurus Financial's portfolio in Q2 2026, its #619 holding.
  • Centaurus Financial first reported a position in iShares MSCI EAFE Growth ETF in Q2 2018 and has held it in 25 quarters since.
  • Centaurus Financial's iShares MSCI EAFE Growth ETF position peaked at $2.84M in Q4 2021.
  • 1,057 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Centaurus Financial's 13F filing for Q2 2026, filed 17 Aug 2026.