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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $64.1K | Hold |
937
| – | – | ﹤0.01% | 422 |
|
|
2026
Q1 | $56.7K | Hold |
937
| – | – | ﹤0.01% | 417 |
|
|
2025
Q4 | $56.5K | Hold |
937
| – | – | ﹤0.01% | 412 |
|
|
2025
Q3 | $51.3K | Hold |
937
| – | – | ﹤0.01% | 425 |
|
|
2025
Q2 | $45.2K | Hold |
937
| – | – | ﹤0.01% | 392 |
|
|
2025
Q1 | $40.3K | Sell |
937
-113
| -11% | -$4.91K | ﹤0.01% | 394 |
|
|
2024
Q4 | $44.3K | Hold |
1,050
| – | – | ﹤0.01% | 402 |
|
|
2024
Q3 | $47.4K | Buy |
1,050
+600
| +133% | +$25.9K | ﹤0.01% | 389 |
|
|
2024
Q2 | $19.9K | Hold |
450
| – | – | ﹤0.01% | 454 |
|
|
2024
Q1 | $18.1K | Hold |
450
| – | – | ﹤0.01% | 466 |
|
|
2023
Q4 | $17.3K | Hold |
450
| – | – | ﹤0.01% | 468 |
|
|
2023
Q3 | $17K | Hold |
450
| – | – | ﹤0.01% | 496 |
|
|
2023
Q2 | $17.8K | Hold |
450
| – | – | ﹤0.01% | 511 |
|
|
2023
Q1 | $17.8K | Hold |
450
| – | – | ﹤0.01% | 479 |
|
|
2022
Q4 | $17.1K | Hold |
450
| – | – | ﹤0.01% | 473 |
|
|
2022
Q3 | $16K | Hold |
450
| – | – | ﹤0.01% | 498 |
|
|
2022
Q2 | $18K | Hold |
450
| – | – | ﹤0.01% | 512 |
|
|
2022
Q1 | $20K | Hold |
450
| – | – | ﹤0.01% | 516 |
|
|
2021
Q4 | $22K | Hold |
450
| – | – | ﹤0.01% | 529 |
|
|
2021
Q3 | $23K | Sell |
450
-7,451
| -94% | -$388K | ﹤0.01% | 515 |
|
|
2021
Q2 | $436K | Buy |
+7,901
| New | +$429K | ﹤0.01% | 237 |
|
|
2021
Q1 | – | Sell |
-450
| Closed | -$23K | – | 426 |
|
|
2020
Q4 | $23K | Sell |
450
-13,020
| -97% | -$626K | ﹤0.01% | 493 |
|
|
2020
Q3 | $594K | Buy |
13,470
+3,430
| +34% | +$150K | 0.01% | 177 |
|
|
2020
Q2 | $402K | Sell |
10,040
-2,795
| -22% | -$105K | 0.01% | 196 |
|
|
2020
Q1 | $438K | Sell |
12,835
-1,400
| -10% | -$57.4K | 0.01% | 185 |
|
|
2019
Q4 | $639K | Hold |
14,235
| – | – | 0.01% | 184 |
|
|
2019
Q3 | $582K | Sell |
14,235
-45
| -0.3% | -$1.86K | 0.01% | 189 |
|
|
2019
Q2 | $613K | Sell |
14,280
-1,715
| -11% | -$72.8K | 0.01% | 182 |
|
|
2019
Q1 | $687K | Sell |
15,995
-265
| -2% | -$11.2K | 0.01% | 177 |
|
|
2018
Q4 | $635K | Buy |
16,260
+2,025
| +14% | +$81.1K | 0.01% | 179 |
|
|
2018
Q3 | $611K | Hold |
14,235
| – | – | 0.01% | 192 |
|
|
2018
Q2 | $617K | Hold |
14,235
| – | – | 0.01% | 189 |
|
|
2018
Q1 | $687K | Hold |
14,235
| – | – | 0.01% | 189 |
|
|
2017
Q4 | $671K | Hold |
14,235
| – | – | 0.01% | 187 |
|
|
2017
Q3 | $638K | Hold |
14,235
| – | – | 0.01% | 186 |
|
|
2017
Q2 | $623K | Hold |
14,235
| – | – | 0.01% | 180 |
|
|
2017
Q1 | $561K | Hold |
14,235
| – | – | 0.01% | 187 |
|
|
2016
Q4 | $498K | Sell |
14,235
-150
| -1% | -$5.41K | 0.01% | 194 |
|
|
2016
Q3 | $539K | Sell |
14,385
-11,755
| -45% | -$430K | 0.01% | 185 |
|
|
2016
Q2 | $898K | Sell |
26,140
-3,402
| -12% | -$114K | 0.02% | 155 |
|
|
2016
Q1 | $1.01M | Sell |
29,542
-1,988
| -6% | -$61.6K | 0.02% | 149 |
|
|
2015
Q4 | $1.01M | Sell |
31,530
-4,278
| -12% | -$147K | 0.03% | 152 |
|
|
2015
Q3 | $1.42M | Hold |
35,808
| – | – | 0.04% | 132 |
|
|
2015
Q2 | $1.42M | Sell |
35,808
-2,560
| -7% | -$107K | 0.04% | 132 |
|
|
2015
Q1 | $1.54M | Sell |
38,368
-200
| -0.5% | -$7.96K | 0.04% | 129 |
|
|
2014
Q4 | $1.51M | Buy |
38,568
+2,128
| +6% | +$86.5K | 0.04% | 129 |
|
|
2014
Q3 | $1.51M | Sell |
36,440
-250
| -0.7% | -$11.1K | 0.04% | 120 |
|
|
2014
Q2 | $1.59M | Sell |
36,690
-485
| -1% | -$20.6K | 0.04% | 120 |
|
|
2014
Q1 | $1.52M | Hold |
37,175
| – | – | 0.04% | 122 |
|
|
2013
Q4 | $1.55M | Buy |
37,175
+6,088
| +20% | +$255K | 0.04% | 125 |
|
|
2013
Q3 | $1.27M | Sell |
31,087
-750
| -2% | -$29.7K | 0.04% | 132 |
|
|
2013
Q2 | $1.23M | Buy |
+31,837
| New | +$1.32M | 0.04% | 140 |
|
Other funds holding EEM
GF
Loring Wolcott & Coolidge Fiduciary Advisors's EEM Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors held its iShares MSCI Emerging Markets ETF (EEM) position steady in Q2 2026 at 937 shares worth $64.1K. The position accounts for ﹤0.01% of the portfolio, ranked #422.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EEM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.59M in Q2 2014. 1,063 funds tracked by Wall St. Rank hold EEM as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 937 shares of iShares MSCI Emerging Markets ETF worth $64.1K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors left its iShares MSCI Emerging Markets ETF share count unchanged in Q2 2026.
- iShares MSCI Emerging Markets ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #422 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI Emerging Markets ETF in Q2 2013 and has held it in 52 quarters since.
- Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI Emerging Markets ETF position peaked at $1.59M in Q2 2014.
- 1,063 funds tracked by Wall St. Rank held iShares MSCI Emerging Markets ETF as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.