Congress Wealth Management’s iShares MSCI EAFE ETF EFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $52.7M | Buy |
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|
2025
Q1 | $45M | Sell |
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|
2024
Q4 | $42.7M | Sell |
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|
2024
Q3 | $47.9M | Sell |
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|
2024
Q2 | $49M | Buy |
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|
2024
Q1 | $48.2M | Sell |
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|
2023
Q4 | $47.5M | Sell |
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|
2023
Q3 | $45.4M | Buy |
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|
2023
Q2 | $36.7M | Sell |
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|
2023
Q1 | $37.1M | Sell |
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|
2022
Q4 | $43.3M | Sell |
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|
2022
Q3 | $39.1M | Sell |
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|
2022
Q2 | $46.4M | Sell |
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|
2022
Q1 | $58.7M | Sell |
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|
2021
Q4 | $64.2M | Buy |
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