Number of Shares
90,054.00
Current Holdings Value*
$6.26 Mil
% of Portfolio
3.88%
Total Estimate Gain
$1.40 Mil
% of Total Estimate Gain
17.30%

SVB Investment Services Inc.'s iShares Core MSCI EAFE ETF Holding Summary

As of 2022-03-31, SVB Investment Services Inc. held 90,054.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $6.26 Mil. This investment constitutes 3.88% of their stock portfolio, and SVB Investment Services Inc. now holds 0.01% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.

The initial trade took place in 2019Q4. And since then SVB Investment Services Inc. has made 5 purchases of IEFA, at an average price of $67.34, for a total of 120,289.00 shares. In addition, there have been 4 sales at an average price of $59.56 for 30,235.00 shares. Based on historical transaction data and IEFA's current price of $85.51, SVB Investment Services Inc.'s estimated gain on his IEFA holdings is $1.40 Mil, reflecting a 17.30% gain to date.

SVB Investment Services Inc. IEFA ($85.51) Holding Chart

SVB Investment Services Inc. IEFA ($85.51) 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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