Ishares Tr eafe min volat shares owned by Congress Wealth Management LLC / DE /
Quarter-by-quarter ownership of Ishares Tr eafe min volat (EFAV) shares owned by Congress Wealth Management LLC / DE /
from 13F filings
Historical chart of Congress Wealth Management LLC / DE / investment in Ishares Tr eafe min volat
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Quarterly reported holdings in Ishares Tr eafe min volat by Congress Wealth Management LLC / DE /
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $4.4M | 53k | 83.66 |
| 2025-03-31 | $4.2M | 55k | 77.56 |
| 2024-12-31 | $4.0M | 57k | 70.71 |
| 2024-09-30 | $4.5M | 59k | 76.70 |
| 2024-03-31 | $3.1M | 44k | 70.88 |
| 2023-12-31 | $3.1M | 45k | 69.34 |
| 2023-09-30 | $2.8M | 43k | 65.22 |
| 2021-12-31 | $307k | 4.0k | 76.64 |
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