OWA
Opal Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $29.1K | Sell |
458
-653
| -59% | -$41.5K | 0.01% | 483 |
|
|
2025
Q1 | $65.5K | Sell |
1,111
-8,460
| -88% | -$499K | 0.02% | 320 |
|
|
2024
Q4 | $502K | Buy |
+9,571
| New | +$502K | 0.15% | 92 |
|
|
2024
Q3 | – | Sell |
-271
| Closed | -$14.4K | – | 480 |
|
|
2024
Q2 | $14.4K | Buy |
+271
| New | +$14.4K | ﹤0.01% | 588 |
|
|
2023
Q3 | – | Sell |
-5,477
| Closed | -$268K | – | 147 |
|
|
2023
Q2 | $268K | Buy |
+5,477
| New | +$268K | 0.13% | 111 |
|
|
2023
Q1 | – | Sell |
-38,752
| Closed | -$1.78M | – | 123 |
|
|
2022
Q4 | $1.78M | Buy |
38,752
+17,467
| +82% | +$801K | 0.98% | 14 |
|
|
2022
Q3 | $820K | Sell |
21,285
-228
| -1% | -$8.78K | 0.6% | 23 |
|
|
2022
Q2 | $934K | Buy |
+21,513
| New | +$934K | 0.62% | 23 |
|
|
2022
Q1 | – | Sell |
-63,214
| Closed | -$3.19M | – | 112 |
|
|
2021
Q4 | $3.19M | Buy |
+63,214
| New | +$3.19M | 2.01% | 9 |
|