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

Congress Wealth Management’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.36M Buy
21,399
+140
+0.7% +$8.57K 0.01% 629
2025
Q1 		$1.25M Buy
+21,259
New +$1.2M 0.02% 577

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

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

Congress Wealth Management increased its iShares MSCI EAFE Value ETF (EFV) stake by 0.66% in Q2 2025, buying an estimated $8.57K and bringing the position to 21,399 shares worth $1.36M. The position accounts for 0.01% of the portfolio, ranked #629.

Congress Wealth Management first reported a position in EFV in Q1 2025 and has held it in 2 quarters since. 1,072 funds tracked by Wall St. Rank hold EFV as of Q2 2025.

  • Congress Wealth Management held 21,399 shares of iShares MSCI EAFE Value ETF worth $1.36M as of Q2 2025.
  • Congress Wealth Management bought 140 iShares MSCI EAFE Value ETF shares in Q2 2025, an estimated $8.57K.
  • iShares MSCI EAFE Value ETF made up 0.01% of Congress Wealth Management's portfolio in Q2 2025, its #629 holding.
  • Congress Wealth Management first reported a position in iShares MSCI EAFE Value ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,072 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2025.

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