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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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 Buy
11,127
+3,507
+46% +$259K 0.15% 168
2024
Q3
$595K Buy
7,620
+1,369
+22% +$102K 0.31% 59
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

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

Golden State Equity Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 131% in Q1 2026, buying an estimated $1.69M and bringing the position to 31,942 shares worth $2.89M. The position accounts for 0.22% of the portfolio, ranked #105.

Golden State Equity Partners first reported a position in IEFA in Q4 2023 and has held it in 9 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Golden State Equity Partners held 31,942 shares of iShares Core MSCI EAFE ETF worth $2.89M as of Q1 2026.
  • Golden State Equity Partners bought 18,103 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $1.69M.
  • iShares Core MSCI EAFE ETF made up 0.22% of Golden State Equity Partners's portfolio in Q1 2026, its #105 holding.
  • Golden State Equity Partners first reported a position in iShares Core MSCI EAFE ETF in Q4 2023 and has held it in 9 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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