Obermeyer Wealth Partners’s iShares Europe ETF IEV Stock Holding History

Obermeyer Wealth Partners’s Portfolio IEV Stock Details IEV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.97M	Buy	40,739 +402	+1%	+$28.9K	0.12%	63
2026 Q1	$2.74M	Sell	40,337 -9,000	-18%	-$635K	0.13%	66
2025 Q4	$3.38M	Sell	49,337 -926	-2%	-$61.8K	0.15%	57
2025 Q3	$3.29M	Buy	50,263 +263	+0.5%	+$16.8K	0.15%	55
2025 Q2	$3.16M	Hold	50,000	–	–	0.16%	57
2025 Q1	$2.91M	Sell	50,000 -5,000	-9%	-$284K	0.16%	56
2024 Q4	$2.86M	Hold	55,000	–	–	0.15%	56
2024 Q3	$3.2M	Sell	55,000 -5,000	-8%	-$281K	0.17%	55
2024 Q2	$3.29M	Hold	60,000	–	–	0.19%	52
2024 Q1	$3.34M	Buy	+60,000	New	+$3.2M	0.2%	47

Other funds holding IEV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WJA

Willis Johnson & Associates Houston, Texas $1.8B AUM 20.19% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its iShares Europe ETF (IEV) stake by 1% in Q2 2026, buying an estimated $28.9K and bringing the position to 40,739 shares worth $2.97M. The position accounts for 0.12% of the portfolio, ranked #63.

Obermeyer Wealth Partners first reported a position in IEV in Q1 2024 and has held it in 10 quarters since. The position peaked at $3.38M in Q4 2025. 285 funds tracked by Wall St. Rank hold IEV as of Q2 2026.

Obermeyer Wealth Partners held 40,739 shares of iShares Europe ETF worth $2.97M as of Q2 2026.
Obermeyer Wealth Partners bought 402 iShares Europe ETF shares in Q2 2026, an estimated $28.9K.
iShares Europe ETF made up 0.12% of Obermeyer Wealth Partners's portfolio in Q2 2026, its #63 holding.
Obermeyer Wealth Partners first reported a position in iShares Europe ETF in Q1 2024 and has held it in 10 quarters since.
Obermeyer Wealth Partners's iShares Europe ETF position peaked at $3.38M in Q4 2025.
285 funds tracked by Wall St. Rank held iShares Europe ETF as of Q2 2026.

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