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

Congress Wealth Management’s Portfolio IEFA Stock Details IEFA Fund Activity

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	0.56%	41

Other funds holding IEFA

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TIAA Trust, National Association Charlotte, North Carolina $1.69B AUM 19.12% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

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

Congress Wealth Management increased its iShares Core MSCI EAFE ETF (IEFA) stake by 1.8% in Q2 2025, buying an estimated $395K and bringing the position to 288,092 shares worth $24.1M. The position accounts for 0.23% of the portfolio, ranked #103.

Congress Wealth Management first reported a position in IEFA in Q4 2021 and has held it in 15 quarters since. The position peaked at $28.4M in Q4 2021. 2,107 funds tracked by Wall St. Rank hold IEFA as of Q2 2025.

Congress Wealth Management held 288,092 shares of iShares Core MSCI EAFE ETF worth $24.1M as of Q2 2025.
Congress Wealth Management bought 4,977 iShares Core MSCI EAFE ETF shares in Q2 2025, an estimated $395K.
iShares Core MSCI EAFE ETF made up 0.23% of Congress Wealth Management's portfolio in Q2 2025, its #103 holding.
Congress Wealth Management first reported a position in iShares Core MSCI EAFE ETF in Q4 2021 and has held it in 15 quarters since.
Congress Wealth Management's iShares Core MSCI EAFE ETF position peaked at $28.4M in Q4 2021.
2,107 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2025.

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