Venturi Wealth Management, LLC IEFA Holdings History
Venturi Wealth Management, LLC's iShares Core MSCI EAFE ETF Holding Summary
As of 2025-06-30, Venturi Wealth Management, LLC held 893,202.00 shares of iShares Core MSCI EAFE ETF(IEFA), totaling $74.56 Mil. This investment constitutes 3.68% of their stock portfolio, and Venturi Wealth Management, LLC now holds 0.05% of the outstanding iShares Core MSCI EAFE ETF(IEFA) stock.
The initial trade took place in 2018Q2. And since then Venturi Wealth Management, LLC has made 18 purchases of IEFA, at an average price of $65.99, for a total of 5.62 Mil shares. In addition, there have been 11 sales at an average price of $69.70 for 4.73 Mil shares. Based on historical transaction data and IEFA's current price of $85.51, Venturi Wealth Management, LLC's estimated gain on his IEFA holdings is $34.94 Mil, reflecting a 9.41% gain to date.
Venturi Wealth Management, LLC IEFA ($85.51) Holding Chart
Venturi Wealth Management, LLC 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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