Golden State Equity Partners’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Golden State Equity Partners’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	$107K	Sell	1,399 -16,543	-92%	-$1.28M	0.29%	52
2026 Q1	$1.33M	Buy	17,942 +12,121	+208%	+$911K	0.1%	231
2025 Q4	$416K	Buy	5,821 +1,543	+36%	+$107K	0.07%	325
2025 Q3	$290K	Sell	4,278 -155	-3%	-$10.2K	0.05%	356
2025 Q2	$281K	Sell	4,433 -481	-10%	-$29.4K	0.05%	347
2025 Q1	$290K	Buy	4,914 +435	+10%	+$24.6K	0.06%	345
2024 Q4	$235K	Sell	4,479 -1,470	-25%	-$80.5K	0.04%	378
2024 Q3	$342K	Buy	5,949 +616	+12%	+$34K	0.05%	323
2024 Q2	$283K	Buy	+5,333	New	+$290K	0.06%	331
2023 Q4	$335K	Sell	6,435 -748	-10%	-$37K	0.08%	255
2023 Q3	$351K	Buy	7,183 +484	+7%	+$24K	0.1%	219
2023 Q2	$328K	Buy	6,699 +429	+7%	+$21.1K	0.09%	249
2023 Q1	$304K	Buy	+6,270	New	+$303K	0.16%	145
2022 Q1	$409K	Sell	8,141 -713	-8%	-$36.2K	0.21%	123
2021 Q4	$446K	Buy	8,854 +1,622	+22%	+$82.8K	0.23%	100
2021 Q3	$368K	Buy	7,232 +1,458	+25%	+$75.5K	0.15%	140
2021 Q2	$299K	Buy	+5,774	New	+$305K	0.12%	182

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

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

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

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

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Golden State Equity Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 92% in Q2 2026, selling an estimated $1.28M and leaving 1,399 shares worth $107K. The position accounts for 0.29% of the portfolio, ranked #52.

Golden State Equity Partners first reported a position in EFV in Q2 2021 and has held it in 17 quarters since. The position peaked at $1.33M in Q1 2026. 1,249 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

Golden State Equity Partners held 1,399 shares of iShares MSCI EAFE Value ETF worth $107K as of Q2 2026.
Golden State Equity Partners sold 16,543 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $1.28M.
iShares MSCI EAFE Value ETF made up 0.29% of Golden State Equity Partners's portfolio in Q2 2026, its #52 holding.
Golden State Equity Partners first reported a position in iShares MSCI EAFE Value ETF in Q2 2021 and has held it in 17 quarters since.
Golden State Equity Partners's iShares MSCI EAFE Value ETF position peaked at $1.33M in Q1 2026.
1,249 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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