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

Congress Wealth 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
2025 Q2	$52.7M	Buy	589,190 +38,458	+7%	+$3.28M	0.51%	35
2025 Q1	$45M	Sell	550,732 -14,160	-3%	-$1.14M	0.54%	35
2024 Q4	$42.7M	Sell	564,892 -7,700	-1%	-$610K	0.59%	34
2024 Q3	$47.9M	Sell	572,592 -52,367	-8%	-$4.21M	0.64%	27
2024 Q2	$49M	Buy	624,959 +21,185	+4%	+$1.68M	0.78%	22
2024 Q1	$48.2M	Sell	603,774 -26,886	-4%	-$2.06M	0.83%	22
2023 Q4	$47.5M	Sell	630,660 -27,666	-4%	-$1.96M	0.87%	18
2023 Q3	$45.4M	Buy	658,326 +88,578	+16%	+$6.35M	0.94%	18
2023 Q2	$36.7M	Sell	569,748 -12,716	-2%	-$923K	0.85%	25
2023 Q1	$37.1M	Sell	582,464 -141,659	-20%	-$9.91M	0.89%	23
2022 Q4	$43.3M	Sell	724,123 -37,482	-5%	-$2.35M	1.11%	17
2022 Q3	$39.1M	Sell	761,605 -45,616	-6%	-$2.84M	1.05%	17
2022 Q2	$46.4M	Sell	807,221 -54,432	-6%	-$3.7M	1.19%	16
2022 Q1	$58.7M	Sell	861,653 -17,894	-2%	-$1.34M	1.28%	17
2021 Q4	$64.2M	Buy	+879,547	New	+$69.7M	1.28%	12

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Congress Wealth Management's EFA Position: Q2 2025 in Review

Congress Wealth Management increased its iShares MSCI EAFE ETF (EFA) stake by 7% in Q2 2025, buying an estimated $3.28M and bringing the position to 589,190 shares worth $52.7M. The position accounts for 0.51% of the portfolio, ranked #35.

Congress Wealth Management first reported a position in EFA in Q4 2021 and has held it in 15 quarters since. The position peaked at $64.2M in Q4 2021. 2,027 funds tracked by Wall St. Rank hold EFA as of Q2 2025.

Congress Wealth Management held 589,190 shares of iShares MSCI EAFE ETF worth $52.7M as of Q2 2025.
Congress Wealth Management bought 38,458 iShares MSCI EAFE ETF shares in Q2 2025, an estimated $3.28M.
iShares MSCI EAFE ETF made up 0.51% of Congress Wealth Management's portfolio in Q2 2025, its #35 holding.
Congress Wealth Management first reported a position in iShares MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares MSCI EAFE ETF position peaked at $64.2M in Q4 2021.
2,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.