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

Obermeyer Wealth Partners’s Portfolio IEFA Stock Details IEFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$450K Sell
4,659
-4,597
-50% -$442K 0.02% 183
2026
Q1 		$838K Buy
9,256
+520
+6% +$48.5K 0.04% 128
2025
Q4 		$782K Buy
8,736
+4,245
+95% +$375K 0.04% 134
2025
Q3 		$392K Hold
4,491
– – 0.02% 200
2025
Q2 		$375K Buy
4,491
+92
+2% +$7.3K 0.02% 189
2025
Q1 		$333K Sell
4,399
-128
-3% -$9.57K 0.02% 191
2024
Q4 		$318K Buy
4,527
+137
+3% +$10.1K 0.02% 199
2024
Q3 		$343K Sell
4,390
-795
-15% -$59.5K 0.02% 190
2024
Q2 		$377K Sell
5,185
-639
-11% -$47K 0.02% 173
2024
Q1 		$432K Sell
5,824
-16
-0.3% -$1.14K 0.03% 152
2023
Q4 		$411K Sell
5,840
-642
-10% -$42.3K 0.03% 135
2023
Q3 		$417K Sell
6,482
-520
-7% -$34.8K 0.03% 125
2023
Q2 		$473K Sell
7,002
-134
-2% -$9.09K 0.03% 123
2023
Q1 		$477K Sell
7,136
-76
-1% -$4.98K 0.04% 118
2022
Q4 		$445K Buy
7,212
+1,463
+25% +$86.1K 0.03% 123
2022
Q3 		$303K Buy
+5,749
New +$338K 0.02% 146

Other funds holding IEFA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

Obermeyer Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 50% in Q2 2026, selling an estimated $442K and leaving 4,659 shares worth $450K. The position accounts for 0.02% of the portfolio, ranked #183.

Obermeyer Wealth Partners first reported a position in IEFA in Q3 2022 and has held it in 16 quarters since. The position peaked at $838K in Q1 2026. 2,458 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.

  • Obermeyer Wealth Partners held 4,659 shares of iShares Core MSCI EAFE ETF worth $450K as of Q2 2026.
  • Obermeyer Wealth Partners sold 4,597 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $442K.
  • iShares Core MSCI EAFE ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #183 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 16 quarters since.
  • Obermeyer Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $838K in Q1 2026.
  • 2,458 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.

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