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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
Q2 		$618K Buy
4,964
+123
+3% +$14.8K 0.74% 37
2026
Q1 		$539K Sell
4,841
-625
-11% -$73.5K 0.69% 40
2025
Q4 		$623K Buy
+5,466
New +$627K 0.81% 36

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
JC
JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

Centennial Advisors's EFG Position: Q2 2026 in Review

Centennial Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 2.5% in Q2 2026, buying an estimated $14.8K and bringing the position to 4,964 shares worth $618K. The position accounts for 0.74% of the portfolio, ranked #37.

Centennial Advisors first reported a position in EFG in Q4 2025 and has held it in 3 quarters since. The position peaked at $623K in Q4 2025. 684 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Centennial Advisors held 4,964 shares of iShares MSCI EAFE Growth ETF worth $618K as of Q2 2026.
  • Centennial Advisors bought 123 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $14.8K.
  • iShares MSCI EAFE Growth ETF made up 0.74% of Centennial Advisors's portfolio in Q2 2026, its #37 holding.
  • Centennial Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Centennial Advisors's iShares MSCI EAFE Growth ETF position peaked at $623K in Q4 2025.
  • 684 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Centennial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.