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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
Q2 		$288K Hold
3,761
– – 0.01% 253
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Obermeyer Wealth Partners's EFV Position: Q2 2026 in Review

Obermeyer Wealth Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 3,761 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #253.

Obermeyer Wealth Partners first reported a position in EFV in Q4 2023 and has held it in 9 quarters since. The position peaked at $291K in Q4 2025. 1,251 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Obermeyer Wealth Partners held 3,761 shares of iShares MSCI EAFE Value ETF worth $288K as of Q2 2026.
  • Obermeyer Wealth Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #253 holding.
  • Obermeyer Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 9 quarters since.
  • Obermeyer Wealth Partners's iShares MSCI EAFE Value ETF position peaked at $291K in Q4 2025.
  • 1,251 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.