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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6% in Q1 2026, buying an estimated $48.5K and bringing the position to 9,256 shares worth $838K. The position accounts for 0.04% of the portfolio, ranked #128.

Obermeyer Wealth Partners first reported a position in IEFA in Q3 2022 and has held it in 15 quarters since. 2,398 funds tracked by Wall St. Rank hold IEFA as of Q1 2026.

  • Obermeyer Wealth Partners held 9,256 shares of iShares Core MSCI EAFE ETF worth $838K as of Q1 2026.
  • Obermeyer Wealth Partners bought 520 iShares Core MSCI EAFE ETF shares in Q1 2026, an estimated $48.5K.
  • iShares Core MSCI EAFE ETF made up 0.04% of Obermeyer Wealth Partners's portfolio in Q1 2026, its #128 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 15 quarters since.
  • 2,398 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q1 2026.

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