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 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 $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Opal Wealth Advisors's EFA Position: Q1 2026 in Review

Opal Wealth Advisors opened a new position in iShares MSCI EAFE ETF (EFA) in Q1 2026: 241 shares worth $23.4K. The stake represents 0.01% of the portfolio and ranks #565 among its holdings. This is a return to the name: Opal Wealth Advisors previously reported a position in EFA as recently as Q2 2024.

Opal Wealth Advisors first reported a position in EFA in Q4 2021 and has held it in 4 quarters since. The position peaked at $690K in Q4 2021. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Opal Wealth Advisors held 241 shares of iShares MSCI EAFE ETF worth $23.4K as of Q1 2026.
iShares MSCI EAFE ETF was a new Opal Wealth Advisors position in Q1 2026.
iShares MSCI EAFE ETF made up 0.01% of Opal Wealth Advisors's portfolio in Q1 2026, its #565 holding.
Opal Wealth Advisors first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 4 quarters since.
Opal Wealth Advisors's iShares MSCI EAFE ETF position peaked at $690K in Q4 2021.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.