Opal Wealth Advisors
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Opal Wealth Advisors’s iShares MSCI EAFE ETF EFA Stock Holding History

Opal Wealth Advisors’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 		– Sell
-241
Closed -$23.4K – 335
2026
Q1 		$23.4K Buy
+241
New +$24.1K 0.01% 565
2024
Q3 		– Sell
-137
Closed -$10.7K – 477
2024
Q2 		$10.7K Buy
+137
New +$10.9K ﹤0.01% 645
2023
Q1 		– Sell
-9,187
Closed -$603K – 121
2022
Q4 		$603K Buy
+9,187
New +$576K 0.33% 44
2022
Q1 		– Sell
-8,764
Closed -$690K – 110
2021
Q4 		$690K Buy
+8,764
New +$694K 0.44% 40

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
Northwestern Mutual Investment Management Company
Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Opal Wealth Advisors's EFA Position: Q2 2026 in Review

Opal Wealth Advisors sold out of iShares MSCI EAFE ETF (EFA) in Q2 2026, closing a stake of 241 shares — an estimated $23.4K sold.

Opal Wealth Advisors first reported a position in EFA in Q4 2021 and held it in 4 quarters. The position peaked at $690K in Q4 2021. 2,279 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares MSCI EAFE ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 241 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $23.4K.
  • Opal Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and held it in 4 quarters.
  • Opal Wealth Advisors's iShares MSCI EAFE ETF position peaked at $690K in Q4 2021.
  • 2,279 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.