Congress Wealth Management LLC / DE / »

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

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr eafe min volat held by Congress Wealth Management LLC / DE / consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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
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