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 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 $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Golden State Equity Partners's EFG Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in iShares MSCI EAFE Growth ETF (EFG) in Q1 2026: 5,377 shares worth $599K. The stake represents 0.05% of the portfolio and ranks #404 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in EFG as recently as Q1 2022.

Golden State Equity Partners first reported a position in EFG in Q1 2021 and has held it in 6 quarters since. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Golden State Equity Partners held 5,377 shares of iShares MSCI EAFE Growth ETF worth $599K as of Q1 2026.
iShares MSCI EAFE Growth ETF was a new Golden State Equity Partners position in Q1 2026.
iShares MSCI EAFE Growth ETF made up 0.05% of Golden State Equity Partners's portfolio in Q1 2026, its #404 holding.
Golden State Equity Partners first reported a position in iShares MSCI EAFE Growth ETF in Q1 2021 and has held it in 6 quarters since.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.