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 |
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|
2025
Q1 | $21.4M | Buy |
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|
2024
Q4 | $19.2M | Sell |
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|
2024
Q3 | $22.1M | Sell |
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|
2024
Q2 | $21.7M | Buy |
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|
2024
Q1 | $21.1M | Buy |
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|
2023
Q4 | $20M | Buy |
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|
2023
Q3 | $18.3M | Buy |
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|
2023
Q2 | $18.9M | Sell |
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|
2023
Q1 | $19.2M | Sell |
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|
2022
Q4 | $17.8M | Sell |
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|
2022
Q3 | $17.5M | Sell |
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|
2022
Q2 | $21M | Sell |
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|
2022
Q1 | $27.1M | Buy |
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|
2021
Q4 | $28.4M | Buy |
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