SEC 13F Intelligence

Centricity Wealth Management, LLC / EFA

Centricity Wealth Management, LLC’s Ishares Tr Position

Does Centricity Wealth Management, LLC own Ishares Tr (EFA)? Yes — 75.3K shares worth $7M (+5.38% of its 13F portfolio) as of Q2 2025, up from 58.1K shares the prior filed quarter.

Position Value
$7M
Q2 2025
Shares
75.3K
% of Portfolio
+5.38%
Quarters Held
3
currently held

Position History EFA

Reported value by quarter
Q4 ’24: $4MQ4 ’24Q1 ’25: $5MQ1 ’25Q2 ’25: $7MQ2 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202575.3K$7M+5.38%
Q1 202558.1K$5M+4.31%
Q4 202451.3K$4M+3.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Centricity Wealth Management, LLC’s full portfolio or all institutional holders of EFA.