Opal Wealth Advisors
IEFA icon

Opal Wealth Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Opal Wealth Advisors’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$288K Hold
2,971
– – 0.06% 162
2026
Q2 		$287K Buy
2,971
+203
+7% +$19.5K 0.06% 166
2026
Q1 		$251K Sell
2,768
-1,199
-30% -$112K 0.06% 171
2025
Q4 		$355K Buy
+3,967
New +$351K 0.09% 136
2025
Q2 		– Sell
-3,381
Closed -$256K – 580
2025
Q1 		$256K Buy
+3,381
New +$253K 0.08% 142
2024
Q3 		– Sell
-70
Closed -$5.08K – 650
2024
Q2 		$5.08K Buy
+70
New +$5.15K ﹤0.01% 801

Other funds holding IEFA

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
SignatureFD
SignatureFD Atlanta, Georgia $7.76B AUM 16.09% 1-Year Est. Return

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

Opal Wealth Advisors held its iShares Core MSCI EAFE ETF (IEFA) position steady in Q3 2026 at 2,971 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #162.

Opal Wealth Advisors first reported a position in IEFA in Q2 2024 and has held it in 6 quarters since. The position peaked at $355K in Q4 2025. 1,632 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Opal Wealth Advisors held 2,971 shares of iShares Core MSCI EAFE ETF worth $288K as of Q3 2026.
  • Opal Wealth Advisors left its iShares Core MSCI EAFE ETF share count unchanged in Q3 2026.
  • iShares Core MSCI EAFE ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q3 2026, its #162 holding.
  • Opal Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 6 quarters since.
  • Opal Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $355K in Q4 2025.
  • 1,632 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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