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 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

AOI

Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAM

Brave Asset Management Summit, New Jersey $467M AUM 33.05% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 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

ACA

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

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

Centurion Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 2.2% in Q2 2026, buying an estimated $89.6K and bringing the position to 54,729 shares worth $4.19M. The position accounts for 1% of the portfolio, ranked #23.

Centurion Wealth Management first reported a position in EFV in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.27M in Q2 2025. 245 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Centurion Wealth Management held 54,729 shares of iShares MSCI EAFE Value ETF worth $4.19M as of Q2 2026.
Centurion Wealth Management bought 1,157 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $89.6K.
iShares MSCI EAFE Value ETF made up 1% of Centurion Wealth Management's portfolio in Q2 2026, its #23 holding.
Centurion Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 14 quarters since.
Centurion Wealth Management's iShares MSCI EAFE Value ETF position peaked at $4.27M in Q2 2025.
245 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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