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 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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Opal Wealth Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 7.3% in Q2 2026, buying an estimated $19.5K and bringing the position to 2,971 shares worth $287K. The position accounts for 0.06% of the portfolio, ranked #166.

Opal Wealth Advisors first reported a position in IEFA in Q2 2024 and has held it in 5 quarters since. The position peaked at $355K in Q4 2025. 2,454 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

Opal Wealth Advisors held 2,971 shares of iShares Core MSCI EAFE ETF worth $287K as of Q2 2026.
Opal Wealth Advisors bought 203 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $19.5K.
iShares Core MSCI EAFE ETF made up 0.06% of Opal Wealth Advisors's portfolio in Q2 2026, its #166 holding.
Opal Wealth Advisors first reported a position in iShares Core MSCI EAFE ETF in Q2 2024 and has held it in 5 quarters since.
Opal Wealth Advisors's iShares Core MSCI EAFE ETF position peaked at $355K in Q4 2025.
2,454 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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