Obermeyer Wealth Partners
IEFA icon

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
Q3 		$451K Sell
4,656
-3
-0.1% -$296 0.02% 187
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% -$9.6K 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

UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
TIAA Wealth Investment Management
TIAA Wealth Investment Management New York $16.6B AUM
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

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

Obermeyer Wealth Partners reduced its iShares Core MSCI EAFE ETF (IEFA) stake by 0.06% in Q3 2026, selling an estimated $296 and leaving 4,656 shares worth $451K. The position accounts for 0.02% of the portfolio, ranked #187.

Obermeyer Wealth Partners first reported a position in IEFA in Q3 2022 and has held it in 17 quarters since. The position peaked at $838K in Q1 2026. 1,858 funds tracked by Wall St. Rank hold IEFA as of Q3 2026.

  • Obermeyer Wealth Partners held 4,656 shares of iShares Core MSCI EAFE ETF worth $451K as of Q3 2026.
  • Obermeyer Wealth Partners sold 3 iShares Core MSCI EAFE ETF shares in Q3 2026, an estimated $296.
  • iShares Core MSCI EAFE ETF made up 0.02% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #187 holding.
  • Obermeyer Wealth Partners first reported a position in iShares Core MSCI EAFE ETF in Q3 2022 and has held it in 17 quarters since.
  • Obermeyer Wealth Partners's iShares Core MSCI EAFE ETF position peaked at $838K in Q1 2026.
  • 1,858 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2026.

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