Centurion Wealth Management
EFAV icon

Centurion Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Centurion Wealth Management’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$345K Hold
3,781
– – 0.08% 202
2026
Q2 		$332K Hold
3,781
– – 0.08% 209
2026
Q1 		$345K Hold
3,781
– – 0.08% 209
2025
Q4 		$326K Hold
3,781
– – 0.07% 219
2025
Q3 		$321K Hold
3,781
– – 0.07% 214
2025
Q2 		$318K Hold
3,781
– – 0.09% 170
2025
Q1 		$267K Hold
3,781
– – 0.08% 171
2024
Q4 		$267K Hold
3,781
– – 0.08% 171
2024
Q3 		$290K Buy
+3,781
New +$279K 0.09% 161
2024
Q1 		$271K Sell
3,819
-174
-4% -$12.1K 0.11% 145
2023
Q4 		$277K Hold
3,993
– – 0.12% 128
2023
Q3 		$260K Buy
3,993
+22
+0.6% +$1.48K 0.13% 113
2023
Q2 		$268K Hold
3,971
– – 0.13% 118
2023
Q1 		$269K Buy
3,971
+1
+0% +$66 0.14% 115
2022
Q4 		$252K Buy
+3,970
New +$243K 0.14% 122

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.87B AUM 19.94% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Securian Asset Management
Securian Asset Management St Paul, Minnesota $2.76B AUM 24.89% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

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

Centurion Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q3 2026 at 3,781 shares worth $345K. The position accounts for 0.08% of the portfolio, ranked #202.

Centurion Wealth Management first reported a position in EFAV in Q4 2022 and has held it in 15 quarters since. The position peaked at $345K in Q1 2026. 491 funds tracked by Wall St. Rank hold EFAV as of Q3 2026.

  • Centurion Wealth Management held 3,781 shares of iShares MSCI EAFE Min Vol Factor ETF worth $345K as of Q3 2026.
  • Centurion Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q3 2026.
  • iShares MSCI EAFE Min Vol Factor ETF made up 0.08% of Centurion Wealth Management's portfolio in Q3 2026, its #202 holding.
  • Centurion Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $345K in Q1 2026.
  • 491 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q3 2026.

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