SVB WEALTH LLC IEFA Holdings History
SVB WEALTH LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-03-31, SVB WEALTH LLC held 737,140.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $55.76 Mil. This investment constitutes 2.29% of their stock portfolio, and SVB WEALTH LLC now holds 0.04% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2019Q2. And since then SVB WEALTH LLC has made 9 purchases of IEFA, at an average price of $68.45, for a total of 1.39 Mil shares. In addition, there have been 15 sales at an average price of $71.36 for 657,683.00 shares. Based on historical transaction data and IEFA's current price of $82.60, SVB WEALTH LLC's estimated gain on his IEFA holdings is $12.34 Mil, reflecting a 12.92% gain to date.
SVB WEALTH LLC IEFA ($82.60) Holding Chart
SVB WEALTH LLC IEFA ($82.60) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
