A detailed history of Golden State Wealth Management, LLC transactions in Msci Eafe Value ETF stock. As of the latest transaction made, Golden State Wealth Management, LLC holds 25,533 shares of EFV stock, worth $1.79 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares
25,533
Previous 25,091 1.76%
Holding current value
$1.79 Million
Previous $1.59 Billion 8.74%
% of portfolio
0.19%
Previous 0.19%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025

BUY
$62.79 - $68.42 $27,753 - $30,241
442 Added 1.76%
25,533 $1.73 Billion
Q2 2025

Aug 06, 2025

BUY
$52.4 - $64.65 $284,060 - $350,467
5,421 Added 27.56%
25,091 $1.59 Billion
Q1 2025

Apr 24, 2025

SELL
$51.88 - $60.73 $906,447 - $1.06 Million
-17,472 Reduced 47.04%
19,670 $1.16 Billion
Q1 2025

Apr 23, 2025

BUY
$51.88 - $60.73 $960,143 - $1.12 Million
18,507 Added 99.31%
37,142 $2.19 Million
Q4 2024

Jan 28, 2025

BUY
$51.78 - $57.15 $410,667 - $453,256
7,931 Added 74.09%
18,635 $978 Million
Q1 2022

May 19, 2022

BUY
$45.64 - $53.35 $301,041 - $351,896
6,596 Added 160.56%
10,704 $538,000
Q1 2022

May 16, 2022

SELL
$45.64 - $53.35 $462,333 - $540,435
-10,130 Reduced 71.15%
4,108 $209,000
Q4 2021

Feb 14, 2022

BUY
$48.8 - $52.57 $319,152 - $343,807
6,540 Added 84.96%
14,238 $717,000
Q3 2021

Nov 15, 2021

SELL
$49.8 - $52.99 $4,930 - $5,246
-99 Reduced 1.27%
7,698 $391,000
Q2 2021

Aug 12, 2021

BUY
$51.35 - $54.74 $189,430 - $201,935
3,689 Added 89.8%
7,797 $404,000
Q1 2021

May 14, 2021

BUY
$46.93 - $51.65 $192,788 - $212,178
4,108 New
4,108 $209,000
Q4 2020

Jan 28, 2021

SELL
$38.61 - $47.72 $65,868 - $81,410
-1,706 Closed
0 $0
Q3 2020

Nov 12, 2020

BUY
$39.83 - $42.77 $67,949 - $72,965
1,706 New
1,706 $69,000
Q2 2020

Aug 11, 2020

SELL
$33.95 - $43.67 $40,027 - $51,486
-1,179 Closed
0 $0
Q1 2020

Apr 17, 2020

BUY
$30.99 - $50.45 $36,537 - $59,480
1,179 New
1,179 $42,000

Others Institutions Holding EFV

About MSCI EAFE VALUE ETF


  • Ticker EFV
  • Sector ETFs
  • Industry ETFs
More about EFV
Track This Portfolio

Track Golden State Wealth Management, LLC Portfolio

Follow Golden State Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Wealth Management, LLC with notifications on news.