Golden State Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Golden State Wealth Management’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$32K	Hold	365	–	–	﹤0.01%	837
2026 Q1	$33.4K	Buy	365 +315	+630%	+$28.5K	﹤0.01%	790
2025 Q4	$4.31K	Buy	50 +26	+108%	+$2.22K	﹤0.01%	1264
2025 Q3	$2.04K	Sell	24 -264	-92%	-$22.3K	﹤0.01%	1394
2025 Q2	$24.2K	Hold	288	–	–	﹤0.01%	835
2025 Q1	$22.4K	Buy	288 +278	+2,780%	+$20.8K	﹤0.01%	773
2024 Q4	$707	Buy	+10	New	+$736	﹤0.01%	1396
2022 Q1	$234K	Sell	3,239 -3,684	-53%	-$267K	0.05%	274
2021 Q4	$531K	Hold	6,923	–	–	0.09%	194
2021 Q3	$522K	Hold	6,923	–	–	0.11%	154
2021 Q2	$523K	Buy	+6,923	New	+$522K	0.12%	158
2020 Q3	–	Sell	-3,687	Closed	-$244K	–	441
2020 Q2	$244K	Buy	3,687 +3,505	+1,926%	+$227K	0.06%	204
2020 Q1	$11K	Buy	+182	New	+$12.8K	﹤0.01%	603
2019 Q4	–	Sell	-182	Closed	-$13K	–	283
2019 Q3	$13K	Hold	182	–	–	﹤0.01%	688
2019 Q2	$13K	Hold	182	–	–	﹤0.01%	691
2019 Q1	$13K	Buy	+182	New	+$12.8K	﹤0.01%	715

Other funds holding EFAV

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

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

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

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

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

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Golden State Wealth Management held its iShares MSCI EAFE Min Vol Factor ETF (EFAV) position steady in Q2 2026 at 365 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #837.

Golden State Wealth Management first reported a position in EFAV in Q1 2019 and has held it in 16 quarters since. The position peaked at $531K in Q4 2021. 530 funds tracked by Wall St. Rank hold EFAV as of Q2 2026.

Golden State Wealth Management held 365 shares of iShares MSCI EAFE Min Vol Factor ETF worth $32K as of Q2 2026.
Golden State Wealth Management left its iShares MSCI EAFE Min Vol Factor ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Min Vol Factor ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #837 holding.
Golden State Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2019 and has held it in 16 quarters since.
Golden State Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $531K in Q4 2021.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2026.

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