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 Q3	$2.91M	Buy	40,976 +237	+0.6%	+$17.5K	0.12%	61
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

New Wave Wealth Advisors Springdale, Arkansas $380M AUM 25.52% 1-Year Est. Return

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

ShoreHaven Wealth Partners Red Bank, New Jersey $326M AUM 17.12% 1-Year Est. Return

HB Wealth Management Atlanta, Georgia $19.5B AUM 16.96% 1-Year Est. Return

Cypress Wealth Services Palm Desert, California $848M AUM 19.63% 1-Year Est. Return

Ridgeline Wealth Mesa, Arizona $176M AUM 18.03% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return

Strategic Blueprint Atlanta, Georgia $2.04B AUM 19.28% 1-Year Est. Return

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

Obermeyer Wealth Partners increased its iShares Europe ETF (IEV) stake by 0.58% in Q3 2026, buying an estimated $17.5K and bringing the position to 40,976 shares worth $2.91M. The position accounts for 0.12% of the portfolio, ranked #61.

Obermeyer Wealth Partners first reported a position in IEV in Q1 2024 and has held it in 11 quarters since. The position peaked at $3.38M in Q4 2025. 77 funds tracked by Wall St. Rank hold IEV as of Q3 2026.

Obermeyer Wealth Partners held 40,976 shares of iShares Europe ETF worth $2.91M as of Q3 2026.
Obermeyer Wealth Partners bought 237 iShares Europe ETF shares in Q3 2026, an estimated $17.5K.
iShares Europe ETF made up 0.12% of Obermeyer Wealth Partners's portfolio in Q3 2026, its #61 holding.
Obermeyer Wealth Partners first reported a position in iShares Europe ETF in Q1 2024 and has held it in 11 quarters since.
Obermeyer Wealth Partners's iShares Europe ETF position peaked at $3.38M in Q4 2025.
77 funds tracked by Wall St. Rank held iShares Europe ETF as of Q3 2026.

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