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
2026 Q1	$280K	Sell	3,761 -315	-8%	-$23.7K	0.01%	254
2025 Q4	$291K	Buy	4,076 +264	+7%	+$18.3K	0.01%	240
2025 Q3	$259K	Buy	3,812 +51	+1%	+$3.36K	0.01%	250
2025 Q2	$239K	Hold	3,761	–	–	0.01%	250
2025 Q1	$222K	Buy	+3,761	New	+$213K	0.01%	242
2024 Q4	–	Sell	-3,761	Closed	-$216K	–	262
2024 Q3	$216K	Buy	+3,761	New	+$208K	0.01%	240
2024 Q2	–	Sell	-4,911	Closed	-$267K	–	250
2024 Q1	$267K	Buy	4,911 +970	+25%	+$50.6K	0.02%	205
2023 Q4	$205K	Buy	+3,941	New	+$195K	0.01%	206

Other funds holding EFV

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Obermeyer Wealth Partners reduced its iShares MSCI EAFE Value ETF (EFV) stake by 7.7% in Q1 2026, selling an estimated $23.7K and leaving 3,761 shares worth $280K. The position accounts for 0.01% of the portfolio, ranked #254.

Obermeyer Wealth Partners first reported a position in EFV in Q4 2023 and has held it in 8 quarters since. The position peaked at $291K in Q4 2025. 1,254 funds tracked by Wall St. Rank hold EFV as of Q1 2026.

Obermeyer Wealth Partners held 3,761 shares of iShares MSCI EAFE Value ETF worth $280K as of Q1 2026.
Obermeyer Wealth Partners sold 315 iShares MSCI EAFE Value ETF shares in Q1 2026, an estimated $23.7K.
iShares MSCI EAFE Value ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #254 holding.
Obermeyer Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 8 quarters since.
Obermeyer Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $291K in Q4 2025.
1,254 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q1 2026.

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