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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-121
Closed -$8.39K – 560
2024
Q1 		$8.39K Buy
+121
New +$8.42K ﹤0.01% 504
2018
Q2 		– Sell
-319
Closed -$24K – 680
2018
Q1 		$24K Buy
+319
New +$23.5K ﹤0.01% 519

Other funds holding EFAV

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EFAV Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q2 2024, closing a stake of 121 shares — an estimated $8.39K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFAV in Q1 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2018. 467 funds tracked by Wall St. Rank hold EFAV as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 121 iShares MSCI EAFE Min Vol Factor ETF shares in Q2 2024, an estimated $8.39K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q1 2018 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $24K in Q1 2018.
  • 467 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.