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 58,571 shares of EFAV stock, worth $4.26 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
58,571
Previous 60,545 3.26%
Holding current value
$4.26 Million
Previous $4.2 Million 6.98%
% of portfolio
0.06%
Previous 0.07%

Shares

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

About ISHARES MSCI EAFE MIN VOL FACT


  • Ticker EFAV
  • Sector ETFs
  • Industry ETFs
More about EFAV
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