CWM
Congress Wealth Management’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Buy |
288,092
+4,977
| +2% | +$415K | 0.23% | 103 |
|
|
2025
Q1 | $21.4M | Buy |
283,115
+9,366
| +3% | +$709K | 0.26% | 99 |
|
|
2024
Q4 | $19.2M | Sell |
273,749
-10,011
| -4% | -$704K | 0.26% | 106 |
|
|
2024
Q3 | $22.1M | Sell |
283,760
-14,769
| -5% | -$1.15M | 0.3% | 87 |
|
|
2024
Q2 | $21.7M | Buy |
298,529
+13,999
| +5% | +$1.02M | 0.34% | 67 |
|
|
2024
Q1 | $21.1M | Buy |
284,530
+682
| +0.2% | +$50.6K | 0.36% | 65 |
|
|
2023
Q4 | $20M | Buy |
283,848
+95
| +0% | +$6.68K | 0.37% | 61 |
|
|
2023
Q3 | $18.3M | Buy |
283,753
+3,725
| +1% | +$240K | 0.38% | 56 |
|
|
2023
Q2 | $18.9M | Sell |
280,028
-7,561
| -3% | -$510K | 0.44% | 50 |
|
|
2023
Q1 | $19.2M | Sell |
287,589
-809
| -0.3% | -$54.1K | 0.46% | 45 |
|
|
2022
Q4 | $17.8M | Sell |
288,398
-43,639
| -13% | -$2.69M | 0.46% | 48 |
|
|
2022
Q3 | $17.5M | Sell |
332,037
-24,548
| -7% | -$1.29M | 0.47% | 48 |
|
|
2022
Q2 | $21M | Sell |
356,585
-33,785
| -9% | -$1.99M | 0.54% | 38 |
|
|
2022
Q1 | $27.1M | Buy |
390,370
+10,443
| +3% | +$726K | 0.59% | 34 |
|
|
2021
Q4 | $28.4M | Buy |
+379,927
| New | +$28.4M | 0.56% | 41 |
|