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 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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Opal Wealth Advisors's IEFA Position: Q1 2026 in Review

Opal Wealth Advisors reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 30% in Q1 2026, selling an estimated $112K and leaving 2,768 shares worth $251K. The position accounts for 0.06% of the portfolio, ranked #171.

Opal Wealth Advisors first reported a position in IEFA in Q2 2024 and has held it in 4 quarters since. The position peaked at $355K in Q4 2025. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

Opal Wealth Advisors held 2,768 shares of iShares Core MSCI EAFE ETF worth $251K as of Q1 2026.
Opal Wealth Advisors sold 1,199 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $112K.
iShares Core MSCI EAFE ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q1 2026, its #171 holding.
Opal Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 4 quarters since.
Opal Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $355K in Q4 2025.
2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

Based on Opal Wealth Advisors's 13F filing for Q1 2026, filed 14 Apr 2026.