Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI Emerging Markets ETF EEM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $51.3K | Hold |
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|
2025
Q2 | $45.2K | Hold |
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|
2025
Q1 | $40.3K | Sell |
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|
2024
Q4 | $44.3K | Hold |
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|
2024
Q3 | $47.4K | Buy |
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|
2024
Q2 | $19.9K | Hold |
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|
2024
Q1 | $18.1K | Hold |
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|
2023
Q4 | $17.3K | Hold |
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|
2023
Q3 | $17K | Hold |
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|
2023
Q2 | $17.8K | Hold |
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|
2023
Q1 | $17.8K | Hold |
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|
2022
Q4 | $17.1K | Hold |
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|
2022
Q3 | $16K | Hold |
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|
2022
Q2 | $18K | Hold |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $23K | Sell |
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|
2021
Q2 | $436K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $23K | Sell |
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|
2020
Q3 | $594K | Buy |
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|
2020
Q2 | $402K | Sell |
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|
2020
Q1 | $438K | Sell |
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|
2019
Q4 | $639K | Hold |
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|
2019
Q3 | $582K | Sell |
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|
2019
Q2 | $613K | Sell |
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|
2019
Q1 | $687K | Sell |
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|
2018
Q4 | $635K | Buy |
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|
2018
Q3 | $611K | Hold |
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|
2018
Q2 | $617K | Hold |
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|
2018
Q1 | $687K | Hold |
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|
2017
Q4 | $671K | Hold |
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|
2017
Q3 | $638K | Hold |
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|
2017
Q2 | $623K | Hold |
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|
2017
Q1 | $561K | Hold |
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|
2016
Q4 | $498K | Sell |
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|
2016
Q3 | $539K | Sell |
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|
2016
Q2 | $898K | Sell |
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|
2016
Q1 | $1.01M | Sell |
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|
2015
Q4 | $1.01M | Sell |
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|
2015
Q3 | $1.42M | Hold |
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|
2015
Q2 | $1.42M | Sell |
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|
2015
Q1 | $1.54M | Sell |
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|
2014
Q4 | $1.51M | Buy |
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|
2014
Q3 | $1.51M | Sell |
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|
2014
Q2 | $1.59M | Sell |
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|
2014
Q1 | $1.52M | Hold |
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|
2013
Q4 | $1.55M | Buy |
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|
2013
Q3 | $1.27M | Sell |
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|
2013
Q2 | $1.23M | Buy |
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