Dougherty Wealth Advisers LLC Ishares Tr Msci Eafe ETF Transaction History

Dougherty Wealth Advisers LLC

  • $125 Million
  • Q3 2024

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 $1.85 Million. This represents 1.58% of its overall portfolio holdings.

Number of Shares
23,748
Previous 23,748 -0.0%
Holding current value
$1.85 Million
Previous $1.86 Million 6.77%
% of portfolio
1.58%
Previous 1.63%

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

# of Institutions
2,116
Shares Held
574M
Call Options Held
74.2M
Put Options Held
110M
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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