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Golden State Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Golden State Wealth Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.04M Sell
10,057
-63
-0.6% -$6.48K 0.1% 180
2026
Q1 		$983K Hold
10,120
– – 0.11% 160
2025
Q4 		$972K Buy
10,120
+232
+2% +$22K 0.1% 160
2025
Q3 		$923K Sell
9,888
-343
-3% -$31.2K 0.1% 150
2025
Q2 		$915K Sell
10,231
-594
-5% -$50.7K 0.11% 153
2025
Q1 		$885K Sell
10,825
-991
-8% -$79.9K 0.13% 136
2024
Q4 		$893K Buy
+11,816
New +$936K 0.13% 127
2022
Q1 		$508K Buy
6,904
+461
+7% +$34.5K 0.1% 171
2021
Q4 		$507K Buy
6,443
+442
+7% +$35K 0.09% 202
2021
Q3 		$468K Sell
6,001
-20
-0.3% -$1.6K 0.1% 174
2021
Q2 		$475K Buy
6,021
+238
+4% +$18.9K 0.1% 169
2021
Q1 		$438K Sell
5,783
-1
-0% -$75 0.14% 113
2020
Q4 		$422K Sell
5,784
-2,154
-27% -$147K 0.12% 142
2020
Q3 		$505K Buy
7,938
+2,247
+39% +$144K 0.17% 100
2020
Q2 		$346K Sell
5,691
-2,472
-30% -$143K 0.09% 145
2020
Q1 		$436K Buy
+8,163
New +$518K 0.19% 79
2019
Q4 		– Sell
-9,184
Closed -$599K – 282
2019
Q3 		$599K Sell
9,184
-146
-2% -$9.41K 0.2% 92
2019
Q2 		$613K Sell
9,330
-3,358
-26% -$220K 0.19% 101
2019
Q1 		$823K Buy
+12,688
New +$799K 0.27% 77

Other funds holding EFA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
NMIMC
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Golden State Wealth Management's EFA Position: Q2 2026 in Review

Golden State Wealth Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.62% in Q2 2026, selling an estimated $6.48K and leaving 10,057 shares worth $1.04M. The position accounts for 0.1% of the portfolio, ranked #180.

Golden State Wealth Management first reported a position in EFA in Q1 2019 and has held it in 19 quarters since. 2,261 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Golden State Wealth Management held 10,057 shares of iShares MSCI EAFE ETF worth $1.04M as of Q2 2026.
  • Golden State Wealth Management sold 63 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $6.48K.
  • iShares MSCI EAFE ETF made up 0.1% of Golden State Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI EAFE ETF in Q1 2019 and has held it in 19 quarters since.
  • 2,261 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.