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

Centerline Wealth 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	$258K	Sell	2,073 -113	-5%	-$13.6K	0.08%	68
2026 Q1	$243K	Sell	2,186 -4,420	-67%	-$520K	0.09%	68
2025 Q4	$753K	Sell	6,606 -25,177	-79%	-$2.89M	0.27%	38
2025 Q3	$3.62M	Buy	+31,783	New	+$3.54M	1.58%	21

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

OWA

Octavia Wealth Advisors Cincinnati, Ohio $1.16B AUM 25.42% 1-Year Est. Return

WFPG

Waller Financial Planning Group Columbus, Ohio $486M AUM 17.78% 1-Year Est. Return

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

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

RFA

RTD Financial Advisors Philadelphia, Pennsylvania $917M AUM 19.69% 1-Year Est. Return

Centerline Wealth Advisors's EFG Position: Q2 2026 in Review

Centerline Wealth Advisors reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 5.2% in Q2 2026, selling an estimated $13.6K and leaving 2,073 shares worth $258K. The position accounts for 0.08% of the portfolio, ranked #68.

Centerline Wealth Advisors first reported a position in EFG in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.62M in Q3 2025. 375 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Centerline Wealth Advisors held 2,073 shares of iShares MSCI EAFE Growth ETF worth $258K as of Q2 2026.
Centerline Wealth Advisors sold 113 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $13.6K.
iShares MSCI EAFE Growth ETF made up 0.08% of Centerline Wealth Advisors's portfolio in Q2 2026, its #68 holding.
Centerline Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2025 and has held it in 4 quarters since.
Centerline Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $3.62M in Q3 2025.
375 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Centerline Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.