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Congress Asset Management’s iShares MSCI EAFE ETF EFA Stock Holding History

Congress Asset Management’s Portfolio EFA Stock Details EFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.71M Sell
26,040
-35
-0.1% -$3.6K 0.02% 275
2026
Q1 		$2.53M Sell
26,075
-335
-1% -$33.5K 0.02% 291
2025
Q4 		$2.54M Sell
26,410
-359
-1% -$34K 0.02% 270
2025
Q3 		$2.5M Sell
26,769
-442
-2% -$40.2K 0.02% 268
2025
Q2 		$2.43M Buy
27,211
+605
+2% +$51.7K 0.02% 271
2025
Q1 		$2.17M Buy
26,606
+801
+3% +$64.6K 0.02% 270
2024
Q4 		$1.95M Sell
25,805
-250
-1% -$19.8K 0.01% 282
2024
Q3 		$2.18M Hold
26,055
– – 0.01% 271
2024
Q2 		$2.04M Sell
26,055
-145
-0.6% -$11.5K 0.01% 279
2024
Q1 		$2.09M Sell
26,200
-1,406
-5% -$108K 0.01% 275
2023
Q4 		$2.08M Hold
27,606
– – 0.02% 291
2023
Q3 		$1.9M Hold
27,606
– – 0.02% 281
2023
Q2 		$2M Hold
27,606
– – 0.02% 281
2023
Q1 		$1.97M Sell
27,606
-1,295
-4% -$90.6K 0.02% 283
2022
Q4 		$1.9M Hold
28,901
– – 0.02% 287
2022
Q3 		$1.62M Hold
28,901
– – 0.02% 283
2022
Q2 		$1.81M Buy
28,901
+725
+3% +$49.3K 0.02% 283
2022
Q1 		$2.07M Buy
28,176
+1,030
+4% +$77K 0.02% 279
2021
Q4 		$2.14M Hold
27,146
– – 0.02% 273
2021
Q3 		$2.12M Sell
27,146
-1,381
-5% -$110K 0.02% 260
2021
Q2 		$2.25M Buy
28,527
+1,207
+4% +$95.9K 0.02% 263
2021
Q1 		$2.07M Sell
27,320
-3,225
-11% -$243K 0.02% 258
2020
Q4 		$2.23M Sell
30,545
-975
-3% -$66.7K 0.02% 235
2020
Q3 		$2.01M Sell
31,520
-2,490
-7% -$159K 0.02% 231
2020
Q2 		$2.07M Sell
34,010
-275
-0.8% -$15.9K 0.02% 228
2020
Q1 		$1.83M Sell
34,285
-6,900
-17% -$438K 0.03% 223
2019
Q4 		$2.86M Sell
41,185
-845
-2% -$57.1K 0.03% 229
2019
Q3 		$2.74M Buy
42,030
+2,119
+5% +$137K 0.04% 239
2019
Q2 		$2.62M Sell
39,911
-1,346
-3% -$88.1K 0.03% 256
2019
Q1 		$2.68M Buy
41,257
+2,316
+6% +$146K 0.04% 245
2018
Q4 		$2.29M Buy
38,941
+6,468
+20% +$404K 0.03% 259
2018
Q3 		$2.21M Hold
32,473
– – 0.03% 269
2018
Q2 		$2.17M Sell
32,473
-238
-0.7% -$16.7K 0.03% 261
2018
Q1 		$2.28M Sell
32,711
-7,208
-18% -$514K 0.03% 255
2017
Q4 		$2.81M Buy
39,919
+7,914
+25% +$550K 0.04% 231
2017
Q3 		$2.19M Buy
32,005
+8,525
+36% +$570K 0.03% 244
2017
Q2 		$1.53M Sell
23,480
-278
-1% -$18K 0.03% 183
2017
Q1 		$1.48M Sell
23,758
-780
-3% -$47.2K 0.03% 181
2016
Q4 		$1.42M Sell
24,538
-24
-0.1% -$1.38K 0.03% 180
2016
Q3 		$1.45M Sell
24,562
-959
-4% -$55.6K 0.03% 181
2016
Q2 		$1.43M Sell
25,521
-7,413
-23% -$427K 0.03% 182
2016
Q1 		$1.88M Sell
32,934
-564
-2% -$31.1K 0.05% 169
2015
Q4 		$1.97M Sell
33,498
-5,401
-14% -$325K 0.05% 175
2015
Q3 		$2.23M Sell
38,899
-18,593
-32% -$1.15M 0.06% 158
2015
Q2 		$3.65M Sell
57,492
-659
-1% -$43.9K 0.11% 147
2015
Q1 		$3.73M Buy
58,151
+6,800
+13% +$428K 0.09% 147
2014
Q4 		$3.12M Buy
51,351
+466
+0.9% +$29.1K 0.08% 151
2014
Q3 		$3.26M Buy
50,885
+4,373
+9% +$292K 0.08% 151
2014
Q2 		$3.18M Buy
46,512
+4,748
+11% +$325K 0.08% 148
2014
Q1 		$2.81M Sell
41,764
-1,217
-3% -$80.4K 0.07% 153
2013
Q4 		$2.88M Sell
42,981
-1,891
-4% -$124K 0.08% 151
2013
Q3 		$2.86M Sell
44,872
-1,560
-3% -$95.6K 0.08% 149
2013
Q2 		$2.66M Buy
+46,432
New +$2.81M 0.08% 146

Other funds holding EFA

GF
Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return
CWS
Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
FHC
First Horizon Corporation Memphis, Tennessee $2.6B AUM 23.72% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $2.31B AUM 33.7% 1-Year Est. Return
BCM
BTC Capital Management Des Moines, Iowa $1.65B AUM 27.85% 1-Year Est. Return
RIM
Ryan Investment Management Basalt, Colorado $221M AUM 23.61% 1-Year Est. Return

Congress Asset Management's EFA Position: Q2 2026 in Review

Congress Asset Management reduced its iShares MSCI EAFE ETF (EFA) stake by 0.13% in Q2 2026, selling an estimated $3.6K and leaving 26,040 shares worth $2.71M. The position accounts for 0.02% of the portfolio, ranked #275.

Congress Asset Management first reported a position in EFA in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.73M in Q1 2015. 806 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

  • Congress Asset Management held 26,040 shares of iShares MSCI EAFE ETF worth $2.71M as of Q2 2026.
  • Congress Asset Management sold 35 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $3.6K.
  • iShares MSCI EAFE ETF made up 0.02% of Congress Asset Management's portfolio in Q2 2026, its #275 holding.
  • Congress Asset Management first reported a position in iShares MSCI EAFE ETF in Q2 2013 and has held it in 53 quarters since.
  • Congress Asset Management's iShares MSCI EAFE ETF position peaked at $3.73M in Q1 2015.
  • 806 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Congress Asset Management's 13F filing for Q2 2026, filed 7 Jul 2026.