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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$250K Sell
2025
Q2
$2.12M Hold
2025
Q1
$1.94M Hold
2024
Q4
$1.8M Hold
2024
Q3
$1.99M Hold
2024
Q2
$1.86M Hold
2024
Q1
$1.9M Hold
2023
Q4
$1.79M Buy
2022
Q2
Sell
2022
Q1
$46K Hold
2021
Q4
$49K Buy
2021
Q3
$23K Buy
2019
Q3
Sell
2019
Q2
$4K Hold
2019
Q1
$4K Hold
2018
Q4
$3K Buy