Centennial Advisors
EFV icon

Centennial Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Centennial Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$651K Sell
16,442
-964
-6% -$38.8K 0.78% 36
2026
Q2 		$666K Buy
17,406
+6
+0% +$232 0.79% 34
2026
Q1 		$647K Sell
17,400
-1,588
-8% -$59.7K 0.82% 35
2025
Q4 		$678K Buy
+18,988
New +$660K 0.88% 33

Other funds holding EFV

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return

Centennial Advisors's EFV Position: Q3 2026 in Review

Centennial Advisors reduced its iShares MSCI EAFE Value ETF (EFV) stake by 5.5% in Q3 2026, selling an estimated $38.8K and leaving 16,442 shares worth $651K. The position accounts for 0.78% of the portfolio, ranked #36.

Centennial Advisors first reported a position in EFV in Q4 2025 and has held it in 4 quarters since. The position peaked at $678K in Q4 2025. 754 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Centennial Advisors held 16,442 shares of iShares MSCI EAFE Value ETF worth $651K as of Q3 2026.
  • Centennial Advisors sold 964 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $38.8K.
  • iShares MSCI EAFE Value ETF made up 0.78% of Centennial Advisors's portfolio in Q3 2026, its #36 holding.
  • Centennial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 4 quarters since.
  • Centennial Advisors's iShares MSCI EAFE Value ETF position peaked at $678K in Q4 2025.
  • 754 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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