Opal Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History

Opal Wealth Advisors, LLC

$348 Million
Q2 2025

A detailed history of Opal Wealth Advisors, LLC transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 1,331 shares of EFG stock, worth $154,475. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,331

Previous 660 101.67%

Holding current value

$154,475

Previous $66,000 125.76%

% of portfolio

0.04%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 14, 2025	BUY	$89.8 - $112.0 $60,255 - $75,152	671 Added 101.67%	1,331 $149,000
Q1 2025 Apr 16, 2025	SELL	$96.1 - $106.37 $205,461 - $227,419	-2,138 Reduced 76.41%	660 $66,000
Q4 2024 Jan 28, 2025	BUY	$96.83 - $106.88 $270,930 - $299,050	2,798 New	2,798 $270,000
Q2 2024 Jul 12, 2024	BUY	$97.17 - $106.25 $79,970 - $87,443	823 New	823 $84,000
Q2 2023 Jul 27, 2023	BUY	$93.15 - $96.95 $257,839 - $268,357	2,768 New	2,768 $264,000
Q4 2022 Feb 03, 2023	BUY	$72.2 - $88.14 $1.13 Million - $1.38 Million	15,655 New	15,655 $1.31 Million
Q1 2022 May 09, 2022	SELL	$87.3 - $110.53 $691,939 - $876,060	-7,926 Closed	0 $0
Q4 2021 Jan 31, 2022	BUY	$105.06 - $113.44 $832,705 - $899,125	7,926 New	7,926 $874,000

Others Institutions Holding EFG

# of Institutions

1,109

Shares Held

115M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

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Opal Wealth Advisors, LLC Msci Eafe Growth ETF Transaction History