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

Golden State Wealth Management’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	$606K	Buy	6,276 +1,630	+35%	+$157K	0.06%	255
2026 Q1	$421K	Sell	4,646 -641	-12%	-$59.8K	0.05%	280
2025 Q4	$473K	Buy	5,287 +146	+3%	+$12.9K	0.05%	261
2025 Q3	$449K	Buy	5,141 +130	+3%	+$11K	0.05%	259
2025 Q2	$418K	Buy	5,011 +56	+1%	+$4.44K	0.05%	265
2025 Q1	$375K	Buy	4,955 +103	+2%	+$7.7K	0.06%	256
2024 Q4	$341K	Buy	+4,852	New	+$358K	0.05%	258
2022 Q1	$303K	Sell	4,365 -1,617	-27%	-$114K	0.06%	236
2021 Q4	$446K	Buy	5,982 +1,693	+39%	+$127K	0.08%	232
2021 Q3	$319K	Buy	4,289 +1,090	+34%	+$82.9K	0.07%	225
2021 Q2	$239K	Sell	3,199 -231	-7%	-$17.4K	0.05%	257
2021 Q1	$247K	Sell	3,430 -525	-13%	-$37.5K	0.08%	169
2020 Q4	$273K	Buy	3,955 +979	+33%	+$63.3K	0.08%	189
2020 Q3	$179K	Buy	+2,976	New	+$179K	0.06%	202
2020 Q2	–	Sell	-3,147	Closed	-$157K	–	523
2020 Q1	$157K	Buy	+3,147	New	+$187K	0.07%	188
2019 Q4	–	Sell	-1,124	Closed	-$69K	–	464
2019 Q3	$69K	Buy	1,124 +468	+71%	+$28.2K	0.02%	371
2019 Q2	$40K	Sell	656 -222	-25%	-$13.6K	0.01%	500
2019 Q1	$53K	Buy	+878	New	+$51.8K	0.02%	423

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 22.96% 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 Wealth Management's IEFA Position: Q2 2026 in Review

Golden State Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 35% in Q2 2026, buying an estimated $157K and bringing the position to 6,276 shares worth $606K. The position accounts for 0.06% of the portfolio, ranked #255.

Golden State Wealth Management first reported a position in IEFA in Q1 2019 and has held it in 18 quarters since. 2,445 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Golden State Wealth Management held 6,276 shares of iShares Core MSCI EAFE ETF worth $606K as of Q2 2026.
Golden State Wealth Management bought 1,630 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $157K.
iShares Core MSCI EAFE ETF made up 0.06% of Golden State Wealth Management's portfolio in Q2 2026, its #255 holding.
Golden State Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2019 and has held it in 18 quarters since.
2,445 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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