Congress Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$24.1M	Buy	288,092 +4,977	+2%	+$395K	0.23%	103
2025 Q1	$21.4M	Buy	283,115 +9,366	+3%	+$700K	0.26%	99
2024 Q4	$19.2M	Sell	273,749 -10,011	-4%	-$739K	0.26%	106
2024 Q3	$22.1M	Sell	283,760 -14,769	-5%	-$1.11M	0.3%	87
2024 Q2	$21.7M	Buy	298,529 +13,999	+5%	+$1.03M	0.34%	67
2024 Q1	$21.1M	Buy	284,530 +682	+0.2%	+$48.5K	0.36%	65
2023 Q4	$20M	Buy	283,848 +95	+0%	+$6.26K	0.37%	61
2023 Q3	$18.3M	Buy	283,753 +3,725	+1%	+$249K	0.38%	56
2023 Q2	$18.9M	Sell	280,028 -7,561	-3%	-$513K	0.44%	50
2023 Q1	$19.2M	Sell	287,589 -809	-0.3%	-$53K	0.46%	45
2022 Q4	$17.8M	Sell	288,398 -43,639	-13%	-$2.57M	0.46%	48
2022 Q3	$17.5M	Sell	332,037 -24,548	-7%	-$1.44M	0.47%	48
2022 Q2	$21M	Sell	356,585 -33,785	-9%	-$2.17M	0.54%	38
2022 Q1	$27.1M	Buy	390,370 +10,443	+3%	+$739K	0.59%	34
2021 Q4	$28.4M	Buy	+379,927	New	+$28.6M	0.57%	41