Centurion Wealth Management
EFA icon

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

Centurion 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
2026
Q3 		$312K Hold
2,999
– – 0.08% 216
2026
Q2 		$312K Hold
2,999
– – 0.07% 220
2026
Q1 		$291K Hold
2,999
– – 0.07% 236
2025
Q4 		$288K Hold
2,999
– – 0.06% 245
2025
Q3 		$280K Hold
2,999
– – 0.06% 234
2025
Q2 		$268K Hold
2,999
– – 0.08% 190
2025
Q1 		$227K Hold
2,999
– – 0.07% 191
2024
Q4 		$227K Hold
2,999
– – 0.07% 191
2024
Q3 		$251K Buy
+2,999
New +$241K 0.08% 173
2024
Q1 		$240K Sell
2,999
-122
-4% -$9.33K 0.09% 155
2023
Q4 		$235K Buy
3,121
+58
+2% +$4.1K 0.1% 147
2023
Q3 		$211K Hold
3,063
– – 0.1% 141
2023
Q2 		$222K Buy
3,063
+1
+0% +$73 0.11% 138
2023
Q1 		$219K Sell
3,062
-60
-2% -$4.2K 0.11% 136
2022
Q4 		$205K Buy
+3,122
New +$196K 0.12% 145

Other funds holding EFA

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Centurion Wealth Management's EFA Position: Q3 2026 in Review

Centurion Wealth Management held its iShares MSCI EAFE ETF (EFA) position steady in Q3 2026 at 2,999 shares worth $312K. The position accounts for 0.08% of the portfolio, ranked #216.

Centurion Wealth Management first reported a position in EFA in Q4 2022 and has held it in 15 quarters since. 1,582 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Centurion Wealth Management held 2,999 shares of iShares MSCI EAFE ETF worth $312K as of Q3 2026.
  • Centurion Wealth Management left its iShares MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE ETF made up 0.08% of Centurion Wealth Management's portfolio in Q3 2026, its #216 holding.
  • Centurion Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,582 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Centurion Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.