Congress Wealth Management LLC Ishares Msci Eafe Min Vol Fact Transaction History

Congress Wealth Management LLC

  • $9.76 Billion
  • Q2 2025

A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Congress Wealth Management LLC holds 53,167 shares of EFAV stock, worth $4.59 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
53,167
Previous 54,792 2.97%
Holding current value
$4.59 Million
Previous $4.27 Million 4.68%
% of portfolio
0.05%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
$73.0 - $85.5 $118,625 - $138,937
-1,625 Reduced 2.97%
53,167 $4.47 Million
Q1 2025

May 14, 2025
SELL
$69.81 - $78.9 $162,657 - $183,837
-2,330 Reduced 4.08%
54,792 $4.27 Million
Q4 2024

Feb 11, 2025
SELL
$70.1 - $76.53 $101,574 - $110,891
-1,449 Reduced 2.47%
57,122 $4.04 Million
Q3 2024

Nov 12, 2024
SELL
$69.31 - $77.34 $136,817 - $152,669
-1,974 Reduced 3.26%
58,571 $4.49 Million
Q2 2024

Aug 13, 2024
BUY
$67.82 - $72.36 $1.15 Million - $1.23 Million
16,949 Added 38.88%
60,545 $4.2 Million
Q1 2024

Apr 18, 2024
SELL
$67.46 - $71.15 $100,245 - $105,728
-1,486 Reduced 3.3%
43,596 $3.09 Million
Q4 2023

Feb 09, 2024
BUY
$63.1 - $69.34 $113,075 - $124,257
1,792 Added 4.14%
45,082 $3.13 Million
Q3 2023

Oct 30, 2023
BUY
$65.15 - $69.15 $2.82 Million - $2.99 Million
43,290 New
43,290 $2.82 Million
Q1 2022

May 16, 2022
SELL
$67.73 - $76.65 $271,326 - $307,059
-4,006 Closed
0 $0
Q4 2021

Feb 04, 2022
BUY
$74.33 - $77.96 $297,765 - $312,307
4,006 New
4,006 $307,000

Others Institutions Holding EFAV

# of Institutions
581
Shares Held
36.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES MSCI EAFE MIN VOL FACT

EFAV Quotes by TradingView
  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
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