OWA
EFV icon

Opal Wealth Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Opal Wealth Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-2,195
Closed -$163K – 337
2026
Q1 		$163K Buy
+2,195
New +$165K 0.04% 230
2025
Q3 		– Sell
-458
Closed -$29.1K – 303
2025
Q2 		$29.1K Sell
458
-653
-59% -$40K 0.01% 484
2025
Q1 		$65.5K Sell
1,111
-8,460
-88% -$479K 0.02% 320
2024
Q4 		$502K Buy
+9,571
New +$524K 0.15% 92
2024
Q3 		– Sell
-271
Closed -$14.4K – 480
2024
Q2 		$14.4K Buy
+271
New +$14.7K ﹤0.01% 588
2023
Q3 		– Sell
-5,477
Closed -$268K – 147
2023
Q2 		$268K Buy
+5,477
New +$270K 0.13% 111
2023
Q1 		– Sell
-38,752
Closed -$1.78M – 123
2022
Q4 		$1.78M Buy
38,752
+17,467
+82% +$758K 0.98% 14
2022
Q3 		$820K Sell
21,285
-228
-1% -$9.72K 0.6% 23
2022
Q2 		$934K Buy
+21,513
New +$1.02M 0.62% 23
2022
Q1 		– Sell
-63,214
Closed -$3.19M – 112
2021
Q4 		$3.19M Buy
+63,214
New +$3.23M 2.01% 9

Other funds holding EFV

AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

Opal Wealth Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q2 2026, closing a stake of 2,195 shares — an estimated $163K sold.

Opal Wealth Advisors first reported a position in EFV in Q4 2021 and held it in 10 quarters. The position peaked at $3.19M in Q4 2021. 615 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Opal Wealth Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q2 2026 after selling out during the quarter.
  • Opal Wealth Advisors sold 2,195 iShares MSCI EAFE Value ETF shares in Q2 2026, an estimated $163K.
  • Opal Wealth Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 10 quarters.
  • Opal Wealth Advisors's iShares MSCI EAFE Value ETF position peaked at $3.19M in Q4 2021.
  • 615 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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