Obermeyer Wealth Partners’s iShares MSCI EAFE ETF EFA Stock Holding History

Obermeyer Wealth Partners’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 Q1	$352K	Buy	3,629 +735	+25%	+$73.5K	0.02%	210
2025 Q4	$278K	Buy	+2,894	New	+$274K	0.01%	249
2023 Q4	–	Sell	-3,148	Closed	-$217K	–	220
2023 Q3	$217K	Buy	3,148 +384	+14%	+$27.5K	0.02%	198
2023 Q2	$200K	Buy	+2,764	New	+$201K	0.01%	205
2022 Q2	–	Sell	-3,259	Closed	-$240K	–	217
2022 Q1	$240K	Hold	3,259	–	–	0.01%	200
2021 Q4	$256K	Buy	3,259 +6	+0.2%	+$475	0.01%	191
2021 Q3	$254K	Buy	+3,253	New	+$260K	0.01%	181
2020 Q3	–	Sell	-3,699	Closed	-$225K	–	147
2020 Q2	$225K	Buy	+3,699	New	+$214K	0.02%	124
2020 Q1	–	Sell	-3,699	Closed	-$257K	–	126
2019 Q4	$257K	Hold	3,699	–	–	0.02%	110
2019 Q3	$241K	Hold	3,699	–	–	0.02%	111
2019 Q2	$243K	Hold	3,699	–	–	0.02%	106
2019 Q1	$240K	Hold	3,699	–	–	0.02%	108
2018 Q4	$217K	Hold	3,699	–	–	0.02%	107
2018 Q3	$251K	Hold	3,699	–	–	0.02%	107
2018 Q2	$248K	Buy	+3,699	New	+$259K	0.02%	101
2013 Q3	–	Sell	-195	Closed	-$11K	–	132
2013 Q2	$11K	Buy	+195	New	+$11.8K	﹤0.01%	257

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Obermeyer Wealth Partners's EFA Position: Q1 2026 in Review

Obermeyer Wealth Partners increased its iShares MSCI EAFE ETF (EFA) stake by 25% in Q1 2026, buying an estimated $73.5K and bringing the position to 3,629 shares worth $352K. The position accounts for 0.02% of the portfolio, ranked #210.

Obermeyer Wealth Partners first reported a position in EFA in Q2 2013 and has held it in 16 quarters since. 2,200 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Obermeyer Wealth Partners held 3,629 shares of iShares MSCI EAFE ETF worth $352K as of Q1 2026.
Obermeyer Wealth Partners bought 735 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $73.5K.
iShares MSCI EAFE ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #210 holding.
Obermeyer Wealth Partners first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 16 quarters since.
2,200 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.