iShares MSCI EAFE Index Fund shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in iShares MSCI EAFE Index Fund
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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $43M | 565k | 75.61 |
| 2024-09-30 | $48M | 573k | 83.63 |
| 2024-03-31 | $48M | 604k | 79.86 |
| 2023-12-31 | $48M | 631k | 75.35 |
| 2023-09-30 | $45M | 658k | 68.92 |
| 2023-06-30 | $37M | 570k | 64.34 |
| 2023-03-31 | $37M | 583k | 63.65 |
| 2022-12-31 | $43M | 724k | 59.84 |
| 2022-09-30 | $39M | 762k | 51.32 |
| 2022-06-30 | $46M | 807k | 57.54 |
| 2022-03-31 | $59M | 862k | 68.12 |
| 2021-12-31 | $64M | 880k | 72.94 |
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