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

Obermeyer Wealth Partners’s Portfolio EFV Stock Details EFV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$259K	Buy
2025 Q2	$239K	Hold
2025 Q1	$222K	Buy
2024 Q4	–	Sell
2024 Q3	$216K	Buy
2024 Q2	–	Sell
2024 Q1	$267K	Buy
2023 Q4	$205K	Buy