Golden State Equity Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Golden State Equity Partners’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	–	Sell	-31,942	Closed	-$2.89M	–	985
2026 Q1	$2.89M	Buy	31,942 +18,103	+131%	+$1.69M	0.22%	105
2025 Q4	$1.24M	Buy	13,839 +973	+8%	+$86K	0.2%	110
2025 Q3	$1.12M	Buy	12,866 +452	+4%	+$38.4K	0.19%	132
2025 Q2	$1.04M	Buy	12,414 +527	+4%	+$41.8K	0.19%	136
2025 Q1	$899K	Buy	11,887 +760	+7%	+$56.8K	0.18%	146
2024 Q4	$782K	Sell	11,127 -1,031	-8%	-$76.1K	0.15%	168
2024 Q3	$949K	Buy	12,158 +5,907	+94%	+$442K	0.15%	155
2024 Q2	$454K	Buy	+6,251	New	+$460K	0.09%	239
2023 Q4	$261K	Buy	+3,715	New	+$245K	0.06%	311

Other funds holding IEFA

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Golden State Equity Partners sold out of iShares Core MSCI EAFE ETF (IEFA) in Q2 2026, closing a stake of 31,942 shares — an estimated $2.89M sold.

Golden State Equity Partners first reported a position in IEFA in Q4 2023 and held it in 9 quarters. The position peaked at $2.89M in Q1 2026. 2,463 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Golden State Equity Partners reported no remaining iShares Core MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
Golden State Equity Partners sold 31,942 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $2.89M.
Golden State Equity Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and held it in 9 quarters.
Golden State Equity Partners's iShares Core MSCI EAFE ETF position peaked at $2.89M in Q1 2026.
2,463 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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