CWM
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Congress Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Congress Wealth Management’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.45M Sell
53,167
-1,625
-3% -$133K 0.04% 411
2025
Q1 		$4.25M Sell
54,792
-2,330
-4% -$174K 0.05% 353
2024
Q4 		$4.04M Sell
57,122
-1,449
-2% -$107K 0.06% 312
2024
Q3 		$4.49M Sell
58,571
-1,974
-3% -$146K 0.06% 307
2024
Q2 		$4.2M Buy
60,545
+16,949
+39% +$1.19M 0.07% 267
2024
Q1 		$3.09M Sell
43,596
-1,486
-3% -$103K 0.05% 273
2023
Q4 		$3.13M Buy
45,082
+1,792
+4% +$119K 0.06% 268
2023
Q3 		$2.82M Buy
+43,290
New +$2.91M 0.06% 269
2022
Q1 		– Sell
-4,006
Closed -$307K – 603
2021
Q4 		$307K Buy
+4,006
New +$305K 0.01% 532

Other funds holding EFAV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return