Dougherty Wealth Advisers LLC Ishares Tr Msci Eafe ETF Transaction History

Dougherty Wealth Advisers LLC

  • $154 Million
  • Q3 2025

A detailed history of Dougherty Wealth Advisers LLC transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Dougherty Wealth Advisers LLC holds 2,675 shares of EFA stock, worth $254,820. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,675
Previous 23,748 88.74%
Holding current value
$254,820
Previous $2.12 Million 88.27%
% of portfolio
0.16%
Previous 1.42%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 14, 2025
SELL
$87.29 - $93.61 $1.84 Million - $1.97 Million
-21,073 Reduced 88.74%
2,675 $249,000
Q4 2023

Jan 22, 2024
BUY
$65.84 - $75.47 $1.56 Million - $1.79 Million
23,748 New
23,748 $1.79 Million
Q2 2022

Jul 19, 2022
SELL
$61.48 - $74.59 $38,240 - $46,394
-622 Closed
0 $0
Q4 2021

Jan 27, 2022
BUY
$76.4 - $81.83 $24,982 - $26,758
327 Added 110.85%
622 $49,000
Q3 2021

Nov 02, 2021
BUY
$76.9 - $82.13 $22,685 - $24,228
295 New
295 $23,000
Q3 2019

Nov 12, 2019
SELL
$61.3 - $66.68 $3,432 - $3,734
-56 Closed
0 $0
Q4 2018

Feb 11, 2019
BUY
$56.89 - $68.07 $3,185 - $3,811
56 New
56 $3,000

Others Institutions Holding EFA

# of Institutions
2,428
Shares Held
610M
Call Options Held
65M
Put Options Held
82.4M
View Full List

About ISHARES TR MSCI EAFE ETF

EFA Quotes by TradingView
  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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