Congress Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History

Congress Wealth Management LLC

$9.76 Billion
Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Congress Wealth Management LLC holds 589,190 shares of EFA stock, worth $56.1 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares

589,190

Previous 550,732 6.98%

Holding current value

$56.1 Million

Previous $45 Million 17.01%

% of portfolio

0.54%

Previous 0.57%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$72.96 - $90.39 $2.81 Million - $3.48 Million	38,458 Added 6.98%	589,190 $52.7 Million
Q1 2025 May 14, 2025	SELL	$74.85 - $84.89 $1.06 Million - $1.2 Million	-14,160 Reduced 2.51%	550,732 $45 Million
Q4 2024 Feb 11, 2025	SELL	$75.1 - $82.99 $578,270 - $639,023	-7,700 Reduced 1.34%	564,892 $42.7 Million
Q3 2024 Nov 12, 2024	SELL	$75.32 - $84.37 $3.94 Million - $4.42 Million	-52,367 Reduced 8.38%	572,592 $47.9 Million
Q2 2024 Aug 13, 2024	BUY	$76.09 - $82.16 $1.61 Million - $1.74 Million	21,185 Added 3.51%	624,959 $49 Million

Q1 2024 Apr 18, 2024	SELL	$73.11 - $80.04 $1.97 Million - $2.15 Million	-26,886 Reduced 4.26%	603,774 $48.2 Million
Q4 2023 Feb 09, 2024	SELL	$65.84 - $75.47 $1.82 Million - $2.09 Million	-27,666 Reduced 4.2%	630,660 $47.5 Million
Q3 2023 Oct 30, 2023	BUY	$68.56 - $74.46 $6.07 Million - $6.6 Million	88,578 Added 15.55%	658,326 $45.4 Million
Q2 2023 Jul 13, 2023	SELL	$70.67 - $73.9 $898,639 - $939,712	-12,716 Reduced 2.18%	569,748 $41.3 Million
Q1 2023 Apr 14, 2023	SELL	$66.22 - $72.19 $9.38 Million - $10.2 Million	-141,659 Reduced 19.56%	582,464 $41.7 Million
Q4 2022 Feb 02, 2023	SELL	$55.71 - $67.79 $2.09 Million - $2.54 Million	-37,482 Reduced 4.92%	724,123 $47.5 Million
Q3 2022 Nov 08, 2022	SELL	$55.54 - $66.76 $2.53 Million - $3.05 Million	-45,616 Reduced 5.65%	761,605 $39.1 Million
Q2 2022 Aug 11, 2022	SELL	$61.48 - $74.59 $3.35 Million - $4.06 Million	-54,432 Reduced 6.32%	807,221 $46.4 Million
Q1 2022 May 16, 2022	SELL	$66.84 - $79.66 $1.2 Million - $1.43 Million	-17,894 Reduced 2.03%	861,653 $58.7 Million
Q4 2021 Feb 04, 2022	BUY	$76.4 - $81.83 $67.2 Million - $72 Million	879,547 New	879,547 $64.2 Million

Others Institutions Holding EFA

# of Institutions

2,437

Shares Held

610M

Call Options Held

65M

Put Options Held

82.4M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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Congress Wealth Management LLC Ishares Tr Msci Eafe ETF Transaction History