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

Congress Wealth Management LLC

$7.2 Billion
Q3 2024

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 $4.23 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

58,571

Previous 60,545 3.26%

Holding current value

$4.23 Million

Previous $4.2 Million 6.98%

% of portfolio

0.06%

Previous 0.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

509

Shares Held

54.9M

Call Options Held

Put Options Held

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About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
Sector ETFs
Industry ETFs

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