BARTLETT & CO. WEALTH MANAGEMENT LLC IEFA Holdings History
BARTLETT & CO. WEALTH MANAGEMENT LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, BARTLETT & CO. WEALTH MANAGEMENT LLC held 1.39 Mil shares of iShares Core MSCI EAFE ETF(IEFA), totaling $115.76 Mil. This investment constitutes 1.62% of their stock portfolio, and BARTLETT & CO. WEALTH MANAGEMENT LLC now holds 0.08% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q1. And since then BARTLETT & CO. WEALTH MANAGEMENT LLC has made 22 purchases of IEFA, at an average price of $63.74, for a total of 1.88 Mil shares. In addition, there have been 3 sales at an average price of $60.75 for 490,688.00 shares. Based on historical transaction data and IEFA's current price of $82.56, BARTLETT & CO. WEALTH MANAGEMENT LLC's estimated gain on his IEFA holdings is $24.63 Mil, reflecting a 20.58% gain to date.
BARTLETT & CO. WEALTH MANAGEMENT LLC IEFA ($82.56) Holding Chart
BARTLETT & CO. WEALTH MANAGEMENT LLC IEFA ($82.56) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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