Centennial Advisors
EFG icon

Centennial Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Centennial Advisors’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
Q3 		$540K Sell
13,530
-1,362
-9% -$55.7K 0.65% 42
2026
Q2 		$618K Buy
14,892
+369
+3% +$14.8K 0.74% 37
2026
Q1 		$539K Sell
14,523
-1,875
-11% -$73.5K 0.69% 40
2025
Q4 		$623K Buy
+16,398
New +$627K 0.81% 36

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $6.69B AUM 26.84% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return

Centennial Advisors's EFG Position: Q3 2026 in Review

Centennial Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 9.1% in Q3 2026, selling an estimated $55.7K and leaving 13,530 shares worth $540K. The position accounts for 0.65% of the portfolio, ranked #42.

Centennial Advisors first reported a position in EFG in Q4 2025 and has held it in 4 quarters since. The position peaked at $623K in Q4 2025. 622 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Centennial Advisors held 13,530 shares of iShares MSCI EAFE Growth ETF worth $540K as of Q3 2026.
  • Centennial Advisors sold 1,362 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $55.7K.
  • iShares MSCI EAFE Growth ETF made up 0.65% of Centennial Advisors's portfolio in Q3 2026, its #42 holding.
  • Centennial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Centennial Advisors's iShares MSCI EAFE Growth ETF position peaked at $623K in Q4 2025.
  • 622 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Centennial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.