Centennial Wealth Advisory’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Centennial Wealth Advisory’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$491K	Sell	5,083 -593	-10%	-$57K	0.11%	128
2026 Q1	$514K	Sell	5,676 -182	-3%	-$17K	0.12%	103
2025 Q4	$524K	Buy	5,858 +309	+6%	+$27.3K	0.14%	105
2025 Q3	$484K	Buy	5,549 +901	+19%	+$76.6K	0.13%	108
2025 Q2	$388K	Buy	4,648 +14	+0.3%	+$1.11K	0.12%	117
2025 Q1	$351K	Sell	4,634 -910	-16%	-$68K	0.13%	112
2024 Q4	$390K	Sell	5,544 -2,813	-34%	-$208K	0.15%	87
2024 Q3	$652K	Buy	+8,357	New	+$626K	0.25%	40
2021 Q4	–	Sell	-49,320	Closed	-$3.66M	–	97
2021 Q3	$3.66M	Buy	49,320 +5,243	+12%	+$399K	2.19%	15
2021 Q2	$3.3M	Buy	+44,077	New	+$3.33M	2.06%	20

Other funds holding IEFA

Ballentine Partners Waltham, Massachusetts $8.18B AUM 27.59% 1-Year Est. Return

Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Stairway Partners Chicago, Illinois $2.12B AUM 17.37% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

MMI

Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return

RIA

Retirement Investment Advisors Oklahoma City, Oklahoma $1.4B AUM 17.23% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

AWA

Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return

FFBTD

First Financial Bank - Trust Division Hamilton, Ohio $1.4B AUM 23.96% 1-Year Est. Return

Centennial Wealth Advisory's IEFA Position: Q2 2026 in Review

Centennial Wealth Advisory reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 10% in Q2 2026, selling an estimated $57K and leaving 5,083 shares worth $491K. The position accounts for 0.11% of the portfolio, ranked #128.

Centennial Wealth Advisory first reported a position in IEFA in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.66M in Q3 2021. 494 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Centennial Wealth Advisory held 5,083 shares of iShares Core MSCI EAFE ETF worth $491K as of Q2 2026.
Centennial Wealth Advisory sold 593 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $57K.
iShares Core MSCI EAFE ETF made up 0.11% of Centennial Wealth Advisory's portfolio in Q2 2026, its #128 holding.
Centennial Wealth Advisory first reported a position in iShares Core MSCI EAFE ETF in Q2 2021 and has held it in 10 quarters since.
Centennial Wealth Advisory's iShares Core MSCI EAFE ETF position peaked at $3.66M in Q3 2021.
494 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

Based on Centennial Wealth Advisory's 13F filing for Q2 2026, filed 13 Jul 2026.