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 23,748 shares of EFA stock, worth $1.97 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares
23,748
Previous 23,748 -0.0%
Holding current value
$1.97 Million
Previous $1.9 Million 1.9%
% of portfolio
1.63%
Previous 1.68%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR MSCI EAFE ETF


  • Ticker EFA
  • Sector ETFs
  • Industry ETFs
More about EFA
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