Golden State Equity Partners’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Golden State Equity Partners’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	–	Sell	-5,377	Closed	-$599K	–	742
2026 Q1	$599K	Buy	+5,377	New	+$632K	0.05%	404
2022 Q1	$500K	Sell	5,194 -19	-0.4%	-$1.87K	0.25%	107
2021 Q4	$575K	Sell	5,213 -6	-0.1%	-$657	0.29%	84
2021 Q3	$556K	Buy	5,219 +174	+3%	+$19.2K	0.23%	105
2021 Q2	$541K	Buy	5,045 +1,652	+49%	+$176K	0.21%	118
2021 Q1	$341K	Buy	+3,393	New	+$345K	0.19%	114

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Golden State Equity Partners's EFG Position: Q2 2026 in Review

Golden State Equity Partners sold out of iShares MSCI EAFE Growth ETF (EFG) in Q2 2026, closing a stake of 5,377 shares — an estimated $599K sold.

Golden State Equity Partners first reported a position in EFG in Q1 2021 and held it in 6 quarters. The position peaked at $599K in Q1 2026. 1,060 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Golden State Equity Partners reported no remaining iShares MSCI EAFE Growth ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 5,377 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $599K.
Golden State Equity Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and held it in 6 quarters.
Golden State Equity Partners's iShares MSCI EAFE Growth ETF position peaked at $599K in Q1 2026.
1,060 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.