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 Q3	$298K	Hold	7,522	–	–	0.01%	255
2026 Q2	$288K	Hold	7,522	–	–	0.01%	253
2026 Q1	$280K	Sell	7,522 -630	-8%	-$23.7K	0.01%	254
2025 Q4	$291K	Buy	8,152 +528	+7%	+$18.3K	0.01%	240
2025 Q3	$259K	Buy	7,624 +102	+1%	+$3.36K	0.01%	250
2025 Q2	$239K	Hold	7,522	–	–	0.01%	250
2025 Q1	$222K	Buy	+7,522	New	+$213K	0.01%	242
2024 Q4	–	Sell	-7,522	Closed	-$216K	–	262
2024 Q3	$216K	Buy	+7,522	New	+$208K	0.01%	240
2024 Q2	–	Sell	-9,822	Closed	-$267K	–	250
2024 Q1	$267K	Buy	9,822 +1,940	+25%	+$50.6K	0.02%	205
2023 Q4	$205K	Buy	+7,882	New	+$195K	0.01%	206

Other funds holding EFV

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Hamilton Capital Columbus, Ohio $1.78B AUM 13.06% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Obermeyer Wealth Partners's EFV Position: Q3 2026 in Review

Obermeyer Wealth Partners held its iShares MSCI EAFE Value ETF (EFV) position steady in Q3 2026 at 7,522 shares worth $298K. The position accounts for 0.01% of the portfolio, ranked #255.

Obermeyer Wealth Partners first reported a position in EFV in Q4 2023 and has held it in 10 quarters since. 845 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

Obermeyer Wealth Partners held 7,522 shares of iShares MSCI EAFE Value ETF worth $298K as of Q3 2026.
Obermeyer Wealth Partners left its iShares MSCI EAFE Value ETF share count unchanged in Q3 2026.
iShares MSCI EAFE Value ETF made up 0.01% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #255 holding.
Obermeyer Wealth Partners first reported a position in iShares MSCI EAFE Value ETF in Q4 2023 and has held it in 10 quarters since.
845 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2026, filed 21 Oct 2026.