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

Centurion Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$629K Sell
6,512
-190
-3% -$18.3K 0.15% 130
2026
Q1 		$607K Buy
6,702
+272
+4% +$25.4K 0.14% 136
2025
Q4 		$575K Sell
6,430
-122
-2% -$10.8K 0.13% 145
2025
Q3 		$572K Hold
6,552
– – 0.13% 137
2025
Q2 		$547K Buy
6,552
+3
+0% +$238 0.16% 114
2025
Q1 		$460K Hold
6,549
– – 0.14% 113
2024
Q4 		$460K Sell
6,549
-313
-5% -$23.1K 0.14% 113
2024
Q3 		$536K Buy
+6,862
New +$514K 0.17% 94
2024
Q1 		$509K Sell
6,860
-11
-0.2% -$783 0.2% 87
2023
Q4 		$483K Buy
6,871
+1
+0% +$66 0.21% 82
2023
Q3 		$442K Sell
6,870
-574
-8% -$38.4K 0.22% 82
2023
Q2 		$502K Buy
7,444
+1
+0% +$68 0.24% 71
2023
Q1 		$498K Sell
7,443
-128
-2% -$8.39K 0.25% 72
2022
Q4 		$467K Buy
+7,571
New +$446K 0.26% 74

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Centurion Wealth Management reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 2.8% in Q2 2026, selling an estimated $18.3K and leaving 6,512 shares worth $629K. The position accounts for 0.15% of the portfolio, ranked #130.

Centurion Wealth Management first reported a position in IEFA in Q4 2022 and has held it in 14 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Centurion Wealth Management held 6,512 shares of iShares Core MSCI EAFE ETF worth $629K as of Q2 2026.
  • Centurion Wealth Management sold 190 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $18.3K.
  • iShares Core MSCI EAFE ETF made up 0.15% of Centurion Wealth Management's portfolio in Q2 2026, its #130 holding.
  • Centurion Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2022 and has held it in 14 quarters since.
  • 2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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