CWM
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Centricity Wealth Management’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Centricity Wealth Management’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
2025
Q2 		$58.5K Hold
522
– – 0.05% 153
2025
Q1 		$52.2K Hold
522
– – 0.05% 167
2024
Q4 		$50.5K Buy
+522
New +$53K 0.05% 166

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

Centricity Wealth Management held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2025 at 522 shares worth $58.5K. The position accounts for 0.05% of the portfolio, ranked #153.

Centricity Wealth Management first reported a position in EFG in Q4 2024 and has held it in 3 quarters since. 990 funds tracked by Wall St. Rank hold EFG as of Q2 2025.

  • Centricity Wealth Management held 522 shares of iShares MSCI EAFE Growth ETF worth $58.5K as of Q2 2025.
  • Centricity Wealth Management left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2025.
  • iShares MSCI EAFE Growth ETF made up 0.05% of Centricity Wealth Management's portfolio in Q2 2025, its #153 holding.
  • Centricity Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 990 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2025.

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