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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

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. 2,264 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.
2,264 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.