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iShares MSCI EAFE Value Index shares owned by Opal Wealth Advisors

Quarter-by-quarter ownership of iShares MSCI EAFE Value Index (EFV) shares owned by Opal Wealth Advisors from 13F filings

Historical chart of Opal Wealth Advisors investment in iShares MSCI EAFE Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Value Index held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Value Index by Opal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $163k 2.2k 74.35
2025-06-30 $29k 458 63.48
2025-03-31 $66k 1.1k 58.94
2024-12-31 $502k 9.6k 52.47
2024-06-30 $14k 271 53.04
2023-06-30 $268k 5.5k 48.94
2022-12-31 $1.8M 39k 45.88
2022-09-30 $820k 21k 38.52
2022-06-30 $934k 22k 43.42
2021-12-31 $3.2M 63k 50.38