OWA
Opal Wealth Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $149K | Buy |
1,331
+671
| +102% | +$75.2K | 0.04% | 224 |
|
|
2025
Q1 | $66K | Sell |
660
-2,138
| -76% | -$214K | 0.02% | 318 |
|
|
2024
Q4 | $271K | Buy |
+2,798
| New | +$271K | 0.08% | 138 |
|
|
2024
Q3 | – | Sell |
-823
| Closed | -$84.2K | – | 478 |
|
|
2024
Q2 | $84.2K | Buy |
+823
| New | +$84.2K | 0.03% | 298 |
|
|
2023
Q3 | – | Sell |
-2,768
| Closed | -$264K | – | 146 |
|
|
2023
Q2 | $264K | Buy |
+2,768
| New | +$264K | 0.13% | 115 |
|
|
2023
Q1 | – | Sell |
-15,655
| Closed | -$1.31M | – | 122 |
|
|
2022
Q4 | $1.31M | Buy |
+15,655
| New | +$1.31M | 0.72% | 20 |
|
|
2022
Q1 | – | Sell |
-7,926
| Closed | -$874K | – | 111 |
|
|
2021
Q4 | $874K | Buy |
+7,926
| New | +$874K | 0.55% | 32 |
|