Congress Wealth Management’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.45M | Sell |
53,167
-1,625
| -3% | -$136K | 0.04% | 411 |
|
|
2025
Q1 | $4.25M | Sell |
54,792
-2,330
| -4% | -$181K | 0.05% | 353 |
|
|
2024
Q4 | $4.04M | Sell |
57,122
-1,449
| -2% | -$102K | 0.06% | 312 |
|
|
2024
Q3 | $4.49M | Sell |
58,571
-1,974
| -3% | -$151K | 0.06% | 307 |
|
|
2024
Q2 | $4.2M | Buy |
60,545
+16,949
| +39% | +$1.18M | 0.07% | 267 |
|
|
2024
Q1 | $3.09M | Sell |
43,596
-1,486
| -3% | -$105K | 0.05% | 273 |
|
|
2023
Q4 | $3.13M | Buy |
45,082
+1,792
| +4% | +$124K | 0.06% | 268 |
|
|
2023
Q3 | $2.82M | Buy |
+43,290
| New | +$2.82M | 0.06% | 269 |
|
|
2022
Q1 | – | Sell |
-4,006
| Closed | -$307K | – | 603 |
|
|
2021
Q4 | $307K | Buy |
+4,006
| New | +$307K | 0.01% | 529 |
|