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 Q2	$238K	Buy	1,912 +63	+3%	+$7.6K	0.05%	194
2026 Q1	$206K	Sell	1,849 -1,455	-44%	-$171K	0.05%	202
2025 Q4	$376K	Buy	+3,304	New	+$379K	0.1%	127
2025 Q3	–	Sell	-1,331	Closed	-$149K	–	301
2025 Q2	$149K	Buy	1,331 +671	+102%	+$70.8K	0.04%	224
2025 Q1	$66K	Sell	660 -2,138	-76%	-$218K	0.02%	318
2024 Q4	$271K	Buy	+2,798	New	+$284K	0.08%	138
2024 Q3	–	Sell	-823	Closed	-$84.2K	–	478
2024 Q2	$84.2K	Buy	+823	New	+$84.1K	0.03%	298
2023 Q3	–	Sell	-2,768	Closed	-$264K	–	146
2023 Q2	$264K	Buy	+2,768	New	+$263K	0.13%	115
2023 Q1	–	Sell	-15,655	Closed	-$1.31M	–	122
2022 Q4	$1.31M	Buy	+15,655	New	+$1.27M	0.72%	20
2022 Q1	–	Sell	-7,926	Closed	-$874K	–	111
2021 Q4	$874K	Buy	+7,926	New	+$868K	0.55%	32

Other funds holding EFG

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

FWP

FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

FSWA

Financial Synergies Wealth Advisors Houston, Texas $1.18B AUM 31.41% 1-Year Est. Return

BAAM

Baker Avenue Asset Management San Francisco, California $5.28B AUM 39.19% 1-Year Est. Return

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

Opal Wealth Advisors increased its iShares MSCI EAFE Growth ETF (EFG) stake by 3.4% in Q2 2026, buying an estimated $7.6K and bringing the position to 1,912 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #194.

Opal Wealth Advisors first reported a position in EFG in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2022. 530 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Opal Wealth Advisors held 1,912 shares of iShares MSCI EAFE Growth ETF worth $238K as of Q2 2026.
Opal Wealth Advisors bought 63 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $7.6K.
iShares MSCI EAFE Growth ETF made up 0.05% of Opal Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Opal Wealth Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and has held it in 10 quarters since.
Opal Wealth Advisors's iShares MSCI EAFE Growth ETF position peaked at $1.31M in Q4 2022.
530 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

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