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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.36M	Buy	21,399 +140	+0.7%	+$8.89K	0.01%	629
2025 Q1	$1.25M	Buy	+21,259	New	+$1.25M	0.02%	577