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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

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

Congress Wealth Management reduced its iShares MSCI EAFE Min Vol Factor ETF (EFAV) stake by 3% in Q2 2025, selling an estimated $133K and leaving 53,167 shares worth $4.45M. The position accounts for 0.04% of the portfolio, ranked #411.

Congress Wealth Management first reported a position in EFAV in Q4 2021 and has held it in 9 quarters since. The position peaked at $4.49M in Q3 2024. 516 funds tracked by Wall St. Rank hold EFAV as of Q2 2025.

Congress Wealth Management held 53,167 shares of iShares MSCI EAFE Min Vol Factor ETF worth $4.45M as of Q2 2025.
Congress Wealth Management sold 1,625 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2025, an estimated $133K.
iShares MSCI EAFE Min Vol Factor ETF made up 0.04% of Congress Wealth Management's portfolio in Q2 2025, its #411 holding.
Congress Wealth Management first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and has held it in 9 quarters since.
Congress Wealth Management's iShares MSCI EAFE Min Vol Factor ETF position peaked at $4.49M in Q3 2024.
516 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2025.

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