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

Golden State Wealth Management’s Portfolio EFG Stock Details EFG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.08M Buy
24,731
+17,938
+264% +$2.16M 0.28% 86
2026
Q1 		$757K Buy
6,793
+499
+8% +$58.7K 0.08% 196
2025
Q4 		$717K Sell
6,294
-408
-6% -$46.8K 0.08% 205
2025
Q3 		$763K Sell
6,702
-2,409
-26% -$268K 0.08% 184
2025
Q2 		$1.02M Sell
9,111
-764
-8% -$80.6K 0.12% 137
2025
Q1 		$988K Buy
9,875
+430
+5% +$43.8K 0.15% 124
2024
Q4 		$915K Buy
+9,445
New +$960K 0.14% 125
2022
Q1 		$2.11M Sell
21,888
-16,501
-43% -$1.62M 0.41% 47
2021
Q4 		$4.23M Buy
38,389
+2,487
+7% +$272K 0.73% 24
2021
Q3 		$3.82M Buy
35,902
+638
+2% +$70.2K 0.83% 23
2021
Q2 		$3.78M Buy
35,264
+30,039
+575% +$3.19M 0.83% 24
2021
Q1 		$525K Sell
5,225
-2,852
-35% -$290K 0.17% 97
2020
Q4 		$815K Buy
8,077
+2,741
+51% +$259K 0.24% 83
2020
Q3 		$480K Buy
+5,336
New +$473K 0.16% 103
2020
Q2 		– Sell
-1,580
Closed -$112K – 376
2020
Q1 		$112K Buy
+1,580
New +$128K 0.05% 233
2019
Q4 		– Sell
-1,597
Closed -$129K – 285
2019
Q3 		$129K Buy
1,597
+1
+0.1% +$80 0.04% 277
2019
Q2 		$128K Buy
1,596
+40
+3% +$3.16K 0.04% 296
2019
Q1 		$121K Buy
+1,556
New +$115K 0.04% 293

Other funds holding EFG

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
NAMI
Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

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

Golden State Wealth Management increased its iShares MSCI EAFE Growth ETF (EFG) stake by 264% in Q2 2026, buying an estimated $2.16M and bringing the position to 24,731 shares worth $3.08M. The position accounts for 0.28% of the portfolio, ranked #86.

Golden State Wealth Management first reported a position in EFG in Q1 2019 and has held it in 18 quarters since. The position peaked at $4.23M in Q4 2021. 1,056 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

  • Golden State Wealth Management held 24,731 shares of iShares MSCI EAFE Growth ETF worth $3.08M as of Q2 2026.
  • Golden State Wealth Management bought 17,938 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $2.16M.
  • iShares MSCI EAFE Growth ETF made up 0.28% of Golden State Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Golden State Wealth Management first reported a position in iShares MSCI EAFE Growth ETF in Q1 2019 and has held it in 18 quarters since.
  • Golden State Wealth Management's iShares MSCI EAFE Growth ETF position peaked at $4.23M in Q4 2021.
  • 1,056 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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