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Centricity Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Centricity Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$6.73M Buy
75,323
+17,197
+30% +$1.47M 5.38% 2
2025
Q1 		$4.75M Buy
58,126
+6,862
+13% +$553K 4.31% 3
2024
Q4 		$3.88M Buy
+51,264
New +$4.06M 3.62% 6

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Centricity Wealth Management's EFA Position: Q2 2025 in Review

Centricity Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 30% in Q2 2025, buying an estimated $1.47M and bringing the position to 75,323 shares worth $6.73M. The position accounts for 5.38% of the portfolio, ranked #2.

Centricity Wealth Management first reported a position in EFA in Q4 2024 and has held it in 3 quarters since. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

  • Centricity Wealth Management held 75,323 shares of iShares MSCI EAFE ETF worth $6.73M as of Q2 2025.
  • Centricity Wealth Management bought 17,197 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $1.47M.
  • iShares MSCI EAFE ETF made up 5.38% of Centricity Wealth Management's portfolio in Q2 2025, its #2 holding.
  • Centricity Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2024 and has held it in 3 quarters since.
  • 2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.