Centurion Wealth Management
EFV icon

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

Centurion Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$2.72M Sell
34,382
-20,347
-37% -$1.64M 0.66% 36
2026
Q2 		$4.19M Buy
54,729
+1,157
+2% +$89.6K 1% 23
2026
Q1 		$3.98M Sell
53,572
-51
-0.1% -$3.83K 0.9% 26
2025
Q4 		$3.83M Sell
53,623
-4,390
-8% -$305K 0.84% 29
2025
Q3 		$3.94M Sell
58,013
-9,178
-14% -$605K 0.9% 27
2025
Q2 		$4.27M Buy
67,191
+10,246
+18% +$627K 1.22% 21
2025
Q1 		$2.99M Hold
56,945
– – 0.93% 26
2024
Q4 		$2.99M Buy
56,945
+1,515
+3% +$83K 0.93% 26
2024
Q3 		$3.19M Buy
+55,430
New +$3.06M 1.02% 25
2024
Q1 		$2.37M Sell
43,607
-17,601
-29% -$919K 0.94% 21
2023
Q4 		$3.19M Sell
61,208
-6,802
-10% -$337K 1.36% 16
2023
Q3 		$3.33M Buy
68,010
+15,818
+30% +$784K 1.63% 14
2023
Q2 		$2.55M Buy
52,192
+9
+0% +$443 1.23% 19
2023
Q1 		$2.53M Sell
52,183
-16,023
-23% -$776K 1.28% 19
2022
Q4 		$3.13M Buy
+68,206
New +$2.96M 1.77% 13

Other funds holding EFV

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Modera Wealth Management
Modera Wealth Management Westwood, New Jersey $9.5B AUM 16% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return

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

Centurion Wealth Management reduced its iShares MSCI EAFE Value ETF (EFV) stake by 37% in Q3 2026, selling an estimated $1.64M and leaving 34,382 shares worth $2.72M. The position accounts for 0.66% of the portfolio, ranked #36.

Centurion Wealth Management first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.27M in Q2 2025. 568 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Centurion Wealth Management held 34,382 shares of iShares MSCI EAFE Value ETF worth $2.72M as of Q3 2026.
  • Centurion Wealth Management sold 20,347 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $1.64M.
  • iShares MSCI EAFE Value ETF made up 0.66% of Centurion Wealth Management's portfolio in Q3 2026, its #36 holding.
  • Centurion Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • Centurion Wealth Management's iShares MSCI EAFE Value ETF position peaked at $4.27M in Q2 2025.
  • 568 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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