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 572,592 shares of EFA stock, worth $44.2 Million. This represents 0.67% of its overall portfolio holdings.

Number of Shares
572,592
Previous 624,959 8.38%
Holding current value
$44.2 Million
Previous $49 Million 2.18%
% of portfolio
0.67%
Previous 0.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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