Corient Private Wealth LLC EFA Holdings History
Corient Private Wealth LLC's iShares MSCI EAFE ETF Holding Summary
As of 2025-03-31, Corient Private Wealth LLC held 3.83 Mil shares of iShares MSCI EAFE ETF(EFA), totaling $312.89 Mil. This investment constitutes 0.51% of their stock portfolio, and Corient Private Wealth LLC now holds 0.54% of the outstanding iShares MSCI EAFE ETF(EFA) stock.
The initial trade took place in 2022Q4. And since then Corient Private Wealth LLC has made 5 purchases of EFA, at an average price of $72.65, for a total of 4.39 Mil shares. In addition, there have been 4 sales at an average price of $71.81 for 557,128.00 shares. Based on historical transaction data and EFA's current price of $88.83, Corient Private Wealth LLC's estimated gain on his EFA holdings is $61.48 Mil, reflecting a 19.30% gain to date.
Corient Private Wealth LLC EFA ($88.83) Holding Chart
Corient Private Wealth LLC EFA ($88.83) 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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