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

Opal Wealth Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-5,736	Closed	-$238K	–	232
2026 Q2	$238K	Buy	5,736 +189	+3%	+$7.6K	0.05%	194
2026 Q1	$206K	Sell	5,547 -4,365	-44%	-$171K	0.05%	202
2025 Q4	$376K	Buy	+9,912	New	+$379K	0.1%	127
2025 Q3	–	Sell	-3,993	Closed	-$149K	–	301
2025 Q2	$149K	Buy	3,993 +2,013	+102%	+$70.8K	0.04%	224
2025 Q1	$66K	Sell	1,980 -6,414	-76%	-$218K	0.02%	318
2024 Q4	$271K	Buy	+8,394	New	+$284K	0.08%	138
2024 Q3	–	Sell	-2,469	Closed	-$84.2K	–	478
2024 Q2	$84.2K	Buy	+2,469	New	+$84.1K	0.03%	298
2023 Q3	–	Sell	-8,304	Closed	-$264K	–	146
2023 Q2	$264K	Buy	+8,304	New	+$263K	0.13%	115
2023 Q1	–	Sell	-46,965	Closed	-$1.31M	–	122
2022 Q4	$1.31M	Buy	+46,965	New	+$1.27M	0.72%	20
2022 Q1	–	Sell	-23,778	Closed	-$874K	–	111
2021 Q4	$874K	Buy	+23,778	New	+$868K	0.55%	32

Other funds holding EFG

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Merit Financial Group Alpharetta, Georgia $17.9B AUM 18.85% 1-Year Est. Return

Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return

Baker Avenue Asset Management San Francisco, California $5.35B AUM 26.77% 1-Year Est. Return

Opal Wealth Advisors's EFG Position: Q3 2026 in Review

Opal Wealth Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2026, closing a stake of 5,736 shares — an estimated $238K sold.

Opal Wealth Advisors first reported a position in EFG in Q4 2021 and held it in 10 quarters. The position peaked at $1.31M in Q4 2022. 708 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

Opal Wealth Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2026 after selling out during the quarter.
Opal Wealth Advisors sold 5,736 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $238K.
Opal Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 10 quarters.
Opal Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.31M in Q4 2022.
708 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.