Dougherty Wealth Advisers LLC Ishares Tr Msci Eafe Small Cap Transaction History

Dougherty Wealth Advisers LLC

$150 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 27, 2022	SELL	$70.21 - $77.4 $16,499 - $18,189	-235 Closed	0 $0
Q3 2021 Nov 02, 2021	BUY	$72.22 - $79.08 $16,971 - $18,583	235 New	235 $17,000

Others Institutions Holding SCZ

# of Institutions

799

Shares Held

109M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

14.8M
Shares

$1.1 Billion
2.82% of portfolio
Jones Financial Companies Lllp

10.2M
Shares

$755 Million
0.58% of portfolio
Natixis Advisors, L.P. Boston, MA

9.68M
Shares

$718 Million
1.14% of portfolio
Creative Planning Overland Park, KS

4.5M
Shares

$333 Million
0.27% of portfolio
Tiaa, Fsb St. Louis, MO

4.25M
Shares

$315 Million
0.91% of portfolio

About ISHARES TR MSCI EAFE SMALL CAP

Ticker SCZ
Sector ETFs
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