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 Q2	$191K	Hold	1,840	–	–	0.1%	51
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 $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Dougherty Wealth Advisers's EFA Position: Q2 2026 in Review

Dougherty Wealth Advisers held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1,840 shares worth $191K. The position accounts for 0.1% of the portfolio, ranked #51.

Dougherty Wealth Advisers first reported a position in EFA in Q4 2018 and has held it in 17 quarters since. The position peaked at $2.12M in Q2 2025. 2,264 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Dougherty Wealth Advisers held 1,840 shares of iShares MSCI EAFE ETF worth $191K as of Q2 2026.
Dougherty Wealth Advisers left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up 0.1% of Dougherty Wealth Advisers's portfolio in Q2 2026, its #51 holding.
Dougherty Wealth Advisers first reported a position in iShares MSCI EAFE ETF in Q4 2018 and has held it in 17 quarters since.
Dougherty Wealth Advisers's iShares MSCI EAFE ETF position peaked at $2.12M in Q2 2025.
2,264 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Dougherty Wealth Advisers's 13F filing for Q2 2026, filed 22 Jul 2026.