Opus Capital Group
EFA icon

Opus Capital Group’s iShares MSCI EAFE ETF EFA Stock Holding History

Opus Capital Group’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$330K Buy
3,172
+852
+37% +$90.2K 0.03% 104
2026
Q2 		$241K Buy
+2,320
New +$239K 0.02% 128
2014
Q2 		– Sell
-8,590
Closed -$577K – 233
2014
Q1 		$577K Buy
+8,590
New +$568K 0.04% 137

Other funds holding EFA

Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Badgley Phelps Wealth Managers
Badgley Phelps Wealth Managers Seattle, Washington $5.8B AUM 25.34% 1-Year Est. Return
Cullen/Frost Bankers
Cullen/Frost Bankers San Antonio, Texas $10.2B AUM 22.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
New York University
New York University New York $314M AUM 25.02% 1-Year Est. Return
Bailard
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return
iA Global Asset Management
iA Global Asset Management Quebec, Quebec, Canada $8.54B AUM 39.73% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Opus Capital Group's EFA Position: Q3 2026 in Review

Opus Capital Group increased its iShares MSCI EAFE ETF (EFA) stake by 37% in Q3 2026, buying an estimated $90.2K and bringing the position to 3,172 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #104.

Opus Capital Group first reported a position in EFA in Q1 2014 and has held it in 3 quarters since. The position peaked at $577K in Q1 2014. 1,110 funds tracked by Wall St. Rank hold EFA as of Q3 2026.

  • Opus Capital Group held 3,172 shares of iShares MSCI EAFE ETF worth $330K as of Q3 2026.
  • Opus Capital Group bought 852 iShares MSCI EAFE ETF shares in Q3 2026, an estimated $90.2K.
  • iShares MSCI EAFE ETF made up 0.03% of Opus Capital Group's portfolio in Q3 2026, its #104 holding.
  • Opus Capital Group first reported a position in iShares MSCI EAFE ETF in Q1 2014 and has held it in 3 quarters since.
  • Opus Capital Group's iShares MSCI EAFE ETF position peaked at $577K in Q1 2014.
  • 1,110 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q3 2026.

Based on Opus Capital Group's 13F filing for Q3 2026, filed 30 Oct 2026.