Dougherty Wealth Advisers’s iShares MSCI EAFE ETF EFA Stock Holding History

Dougherty Wealth Advisers’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$179K	Sell	1,840 -2,633	-59%	-$263K	0.11%	48
2025 Q4	$430K	Buy	4,473 +1,798	+67%	+$171K	0.24%	30
2025 Q3	$250K	Sell	2,675 -21,073	-89%	-$1.92M	0.16%	34
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	+$1.68M	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%	+$25.9K	0.07%	99
2021 Q3	$23K	Buy	+295	New	+$23.6K	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	+$3.5K	0.01%	207

Other funds holding EFA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $6.6B AUM 19.75% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dougherty Wealth Advisers's EFA Position: Q1 2026 in Review

Dougherty Wealth Advisers reduced its iShares MSCI EAFE ETF (EFA) stake by 59% in Q1 2026, selling an estimated $263K and leaving 1,840 shares worth $179K. The position accounts for 0.11% of the portfolio, ranked #48.

Dougherty Wealth Advisers first reported a position in EFA in Q4 2018 and has held it in 16 quarters since. The position peaked at $2.12M in Q2 2025. 2,199 funds tracked by Wall St. Rank hold EFA as of Q1 2026.

Dougherty Wealth Advisers held 1,840 shares of iShares MSCI EAFE ETF worth $179K as of Q1 2026.
Dougherty Wealth Advisers sold 2,633 iShares MSCI EAFE ETF shares in Q1 2026, an estimated $263K.
iShares MSCI EAFE ETF made up 0.11% of Dougherty Wealth Advisers's portfolio in Q1 2026, its #48 holding.
Dougherty Wealth Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 16 quarters since.
Dougherty Wealth Advisers's iShares MSCI EAFE ETF position peaked at $2.12M in Q2 2025.
2,199 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q1 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q1 2026, filed 21 Apr 2026.