A detailed history of Congress Wealth Management LLC transactions in Ishares Msci Europe Financials stock. As of the latest transaction made, Congress Wealth Management LLC holds 849,120 shares of EUFN stock, worth $28.6 Million. This represents 0.28% of its overall portfolio holdings.

Number of Shares
849,120
Previous 843,537 0.66%
Holding current value
$28.6 Million
Previous $24 Million 11.76%
% of portfolio
0.28%
Previous 0.3%

Shares

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

Aug 13, 2025

BUY
$24.77 - $32.27 $138,290 - $180,163
5,583 Added 0.66%
849,120 $26.9 Million
Q1 2025

May 14, 2025

SELL
$23.03 - $29.47 $8.35 Million - $10.7 Million
-362,617 Reduced 30.06%
843,537 $24 Million
Q4 2024

Feb 11, 2025

BUY
$23.06 - $24.69 $43,998 - $47,108
1,908 Added 0.16%
1,206,154 $28.1 Million
Q3 2024

Nov 12, 2024

SELL
$21.54 - $25.01 $255,292 - $296,418
-11,852 Reduced 0.97%
1,204,246 $29.8 Million
Q2 2024

Aug 13, 2024

SELL
$21.59 - $24.25 $308,240 - $346,217
-14,277 Reduced 1.16%
1,216,098 $27.2 Million
Q1 2024

Apr 18, 2024

BUY
$20.08 - $22.78 $334,472 - $379,446
16,657 Added 1.37%
1,230,375 $28 Million
Q4 2023

Feb 09, 2024

BUY
$17.89 - $21.13 $86,015 - $101,593
4,808 Added 0.4%
1,213,718 $25.4 Million
Q3 2023

Oct 30, 2023

BUY
$18.56 - $20.19 $190,759 - $207,512
10,278 Added 0.86%
1,208,910 $22.9 Million
Q2 2023

Jul 13, 2023

BUY
$18.51 - $19.92 $293,235 - $315,572
15,842 Added 1.34%
1,198,632 $23 Million
Q1 2023

Apr 14, 2023

BUY
$17.38 - $20.21 $20.6 Million - $23.9 Million
1,182,790 New
1,182,790 $22.1 Million

Others Institutions Holding EUFN

About ISHARES MSCI EUROPE FINANCIALS


  • Ticker EUFN
  • Sector ETFs
  • Industry ETFs
More about EUFN
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