CWM
Congress Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7M | Buy |
589,190
+38,458
| +7% | +$3.44M | 0.51% | 35 |
|
|
2025
Q1 | $45M | Sell |
550,732
-14,160
| -3% | -$1.16M | 0.54% | 35 |
|
|
2024
Q4 | $42.7M | Sell |
564,892
-7,700
| -1% | -$582K | 0.59% | 34 |
|
|
2024
Q3 | $47.9M | Sell |
572,592
-52,367
| -8% | -$4.38M | 0.64% | 27 |
|
|
2024
Q2 | $49M | Buy |
624,959
+21,185
| +4% | +$1.66M | 0.78% | 22 |
|
|
2024
Q1 | $48.2M | Sell |
603,774
-26,886
| -4% | -$2.15M | 0.83% | 22 |
|
|
2023
Q4 | $47.5M | Sell |
630,660
-27,666
| -4% | -$2.08M | 0.87% | 18 |
|
|
2023
Q3 | $45.4M | Buy |
658,326
+88,578
| +16% | +$6.1M | 0.94% | 18 |
|
|
2023
Q2 | $36.7M | Sell |
569,748
-12,716
| -2% | -$818K | 0.85% | 25 |
|
|
2023
Q1 | $37.1M | Sell |
582,464
-141,659
| -20% | -$9.02M | 0.89% | 23 |
|
|
2022
Q4 | $43.3M | Sell |
724,123
-37,482
| -5% | -$2.24M | 1.11% | 17 |
|
|
2022
Q3 | $39.1M | Sell |
761,605
-45,616
| -6% | -$2.34M | 1.05% | 17 |
|
|
2022
Q2 | $46.4M | Sell |
807,221
-54,432
| -6% | -$3.13M | 1.19% | 16 |
|
|
2022
Q1 | $58.7M | Sell |
861,653
-17,894
| -2% | -$1.22M | 1.28% | 17 |
|
|
2021
Q4 | $64.2M | Buy |
+879,547
| New | +$64.2M | 1.28% | 12 |
|