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iShares MSCI EAFE Index Fund shares owned by Dougherty Wealth Advisers

Quarter-by-quarter ownership of iShares MSCI EAFE Index Fund (EFA) shares owned by Dougherty Wealth Advisers from 13F filings

Historical chart of Dougherty Wealth Advisers investment in iShares MSCI EAFE Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI EAFE Index Fund held by Dougherty Wealth Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI EAFE Index Fund by Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 24k 83.63
2024-06-30 $1.9M 24k 78.33
2024-03-31 $1.9M 24k 79.86
2023-12-31 $1.8M 24k 75.35
2022-03-31 $46k 622 73.96
2021-12-31 $49k 622 78.78
2021-09-30 $23k 295 77.97
2019-06-30 $4.0k 56 71.43
2019-03-31 $4.0k 56 71.43
2018-12-31 $3.0k 56 53.57