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 |
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|
2025
Q2 | $2.12M | Hold |
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|
2025
Q1 | $1.94M | Hold |
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|
2024
Q4 | $1.8M | Hold |
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|
2024
Q3 | $1.99M | Hold |
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|
2024
Q2 | $1.86M | Hold |
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|
2024
Q1 | $1.9M | Hold |
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|
2023
Q4 | $1.79M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $46K | Hold |
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|
2021
Q4 | $49K | Buy |
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|
2021
Q3 | $23K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $4K | Hold |
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|
2019
Q1 | $4K | Hold |
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|
2018
Q4 | $3K | Buy |
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