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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
Q2 		$666K Buy
8,703
+3
+0% +$232 0.79% 34
2026
Q1 		$647K Sell
8,700
-794
-8% -$59.7K 0.82% 35
2025
Q4 		$678K Buy
+9,494
New +$660K 0.88% 33

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
HMH
Hackensack Meridian Health Edison, New Jersey $1.48B AUM 21% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Centennial Advisors's EFV Position: Q2 2026 in Review

Centennial Advisors increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.03% in Q2 2026, buying an estimated $232 and bringing the position to 8,703 shares worth $666K. The position accounts for 0.79% of the portfolio, ranked #34.

Centennial Advisors first reported a position in EFV in Q4 2025 and has held it in 3 quarters since. The position peaked at $678K in Q4 2025. 785 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Centennial Advisors held 8,703 shares of iShares MSCI EAFE Value ETF worth $666K as of Q2 2026.
  • Centennial Advisors bought 3 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $232.
  • iShares MSCI EAFE Value ETF made up 0.79% of Centennial Advisors's portfolio in Q2 2026, its #34 holding.
  • Centennial Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2025 and has held it in 3 quarters since.
  • Centennial Advisors's iShares MSCI EAFE Value ETF position peaked at $678K in Q4 2025.
  • 785 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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