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

Centurion 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
2026 Q2	$1.1M	Buy	8,806 +297	+3%	+$35.8K	0.26%	91
2026 Q1	$948K	Buy	8,509 +3,243	+62%	+$381K	0.21%	98
2025 Q4	$600K	Sell	5,266 -780	-13%	-$89.4K	0.13%	138
2025 Q3	$689K	Sell	6,046 -16,112	-73%	-$1.8M	0.16%	116
2025 Q2	$2.48M	Sell	22,158 -14,852	-40%	-$1.57M	0.71%	33
2025 Q1	$3.58M	Hold	37,010	–	–	1.12%	20
2024 Q4	$3.58M	Buy	37,010 +658	+2%	+$66.9K	1.12%	20
2024 Q3	$3.91M	Buy	+36,352	New	+$3.77M	1.25%	19
2024 Q1	$2.69M	Buy	25,874 +1,362	+6%	+$136K	1.06%	20
2023 Q4	$2.37M	Sell	24,512 -11,001	-31%	-$986K	1.01%	20
2023 Q3	$3.06M	Sell	35,513 -9,039	-20%	-$833K	1.5%	16
2023 Q2	$4.25M	Buy	44,552 +190	+0.4%	+$18.1K	2.05%	11
2023 Q1	$4.16M	Buy	44,362 +13,953	+46%	+$1.25M	2.1%	12
2022 Q4	$2.55M	Buy	+30,409	New	+$2.46M	1.44%	19

Other funds holding EFG

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

ACA

Affinity Capital Advisors Berkeley, California $810M AUM 24.85% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Centurion Wealth Management's EFG Position: Q2 2026 in Review

Centurion Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.5% in Q2 2026, buying an estimated $35.8K and bringing the position to 8,806 shares worth $1.1M. The position accounts for 0.26% of the portfolio, ranked #91.

Centurion Wealth Management first reported a position in EFG in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.25M in Q2 2023. 204 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Centurion Wealth Management held 8,806 shares of iShares MSCI EAFE Growth ETF worth $1.1M as of Q2 2026.
Centurion Wealth Management bought 297 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $35.8K.
iShares MSCI EAFE Growth ETF made up 0.26% of Centurion Wealth Management's portfolio in Q2 2026, its #91 holding.
Centurion Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.25M in Q2 2023.
204 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.