DWA
Dougherty Wealth Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.12M | Hold |
23,748
| – | – | 1.41% | 12 |
|
|
2025
Q1 | $1.94M | Hold |
23,748
| – | – | 1.44% | 13 |
|
|
2024
Q4 | $1.8M | Hold |
23,748
| – | – | 1.39% | 13 |
|
|
2024
Q3 | $1.99M | Hold |
23,748
| – | – | 1.58% | 11 |
|
|
2024
Q2 | $1.86M | Hold |
23,748
| – | – | 1.63% | 11 |
|
|
2024
Q1 | $1.9M | Hold |
23,748
| – | – | 1.68% | 11 |
|
|
2023
Q4 | $1.79M | Buy |
+23,748
| New | +$1.79M | 1.64% | 11 |
|
|
2022
Q2 | – | Sell |
-622
| Closed | -$46K | – | 129 |
|
|
2022
Q1 | $46K | Hold |
622
| – | – | 0.07% | 93 |
|
|
2021
Q4 | $49K | Buy |
622
+327
| +111% | +$25.8K | 0.07% | 99 |
|
|
2021
Q3 | $23K | Buy |
+295
| New | +$23K | 0.03% | 118 |
|
|
2019
Q3 | – | Sell |
-56
| Closed | -$4K | – | 190 |
|
|
2019
Q2 | $4K | Hold |
56
| – | – | 0.01% | 223 |
|
|
2019
Q1 | $4K | Hold |
56
| – | – | 0.01% | 188 |
|
|
2018
Q4 | $3K | Buy |
+56
| New | +$3K | 0.01% | 207 |
|