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

Congress Asset Management’s Portfolio IEFA Stock Details IEFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-3,670	Closed	-$275K	–	363
2021 Q2	$275K	Sell	3,670 -3,024	-45%	-$228K	﹤0.01%	340
2021 Q1	$482K	Sell	6,694 -1,095	-14%	-$78.3K	﹤0.01%	325
2020 Q4	$538K	Hold	7,789	–	–	0.01%	312
2020 Q3	$470K	Hold	7,789	–	–	0.01%	296
2020 Q2	$445K	Buy	7,789 +819	+12%	+$44.4K	0.01%	286
2020 Q1	$348K	Buy	+6,970	New	+$415K	0.01%	297

Other funds holding IEFA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Congress Asset Management's IEFA Position: Q3 2021 in Review

Congress Asset Management sold out of iShares Core MSCI EAFE ETF (IEFA) in Q3 2021, closing a stake of 3,670 shares — an estimated $275K sold.

Congress Asset Management first reported a position in IEFA in Q1 2020 and held it in 6 quarters. The position peaked at $538K in Q4 2020. 1,335 funds tracked by Wall St. Rank hold IEFA as of Q3 2021.

Congress Asset Management reported no remaining iShares Core MSCI EAFE ETF position as of Q3 2021 after selling out during the quarter.
Congress Asset Management sold 3,670 iShares Core MSCI EAFE ETF shares in Q3 2021, an estimated $275K.
Congress Asset Management first reported a position in iShares Core MSCI EAFE ETF in Q1 2020 and held it in 6 quarters.
Congress Asset Management's iShares Core MSCI EAFE ETF position peaked at $538K in Q4 2020.
1,335 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q3 2021.

Based on Congress Asset Management's 13F filing for Q3 2021, filed 8 Nov 2021.