Obermeyer Wealth Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $375K | Buy |
4,491
+92
| +2% | +$7.68K | 0.02% | 189 |
|
|
2025
Q1 | $333K | Sell |
4,399
-128
| -3% | -$9.68K | 0.02% | 191 |
|
|
2024
Q4 | $318K | Buy |
4,527
+137
| +3% | +$9.63K | 0.02% | 199 |
|
|
2024
Q3 | $343K | Sell |
4,390
-795
| -15% | -$62.1K | 0.02% | 190 |
|
|
2024
Q2 | $377K | Sell |
5,185
-639
| -11% | -$46.4K | 0.02% | 173 |
|
|
2024
Q1 | $432K | Sell |
5,824
-16
| -0.3% | -$1.19K | 0.03% | 152 |
|
|
2023
Q4 | $411K | Sell |
5,840
-642
| -10% | -$45.2K | 0.03% | 135 |
|
|
2023
Q3 | $417K | Sell |
6,482
-520
| -7% | -$33.5K | 0.03% | 125 |
|
|
2023
Q2 | $473K | Sell |
7,002
-134
| -2% | -$9.05K | 0.03% | 123 |
|
|
2023
Q1 | $477K | Sell |
7,136
-76
| -1% | -$5.08K | 0.04% | 118 |
|
|
2022
Q4 | $445K | Buy |
7,212
+1,463
| +25% | +$90.2K | 0.03% | 123 |
|
|
2022
Q3 | $303K | Buy |
+5,749
| New | +$303K | 0.02% | 146 |
|