LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $83.9K | Hold |
749
| – | – | ﹤0.01% | 359 |
|
|
2025
Q1 | $75.7K | Hold |
749
| – | – | ﹤0.01% | 354 |
|
|
2024
Q4 | $76.2K | Hold |
749
| – | – | ﹤0.01% | 364 |
|
|
2024
Q3 | $76.9K | Hold |
749
| – | – | ﹤0.01% | 359 |
|
|
2024
Q2 | $79.3K | Buy |
+749
| New | +$79.3K | ﹤0.01% | 357 |
|
|
2022
Q4 | – | Sell |
-749
| Closed | -$54K | – | 585 |
|
|
2022
Q3 | $54K | Hold |
749
| – | – | ﹤0.01% | 402 |
|
|
2022
Q2 | $60K | Buy |
+749
| New | +$60K | ﹤0.01% | 406 |
|
|
2022
Q1 | – | Sell |
-3,000
| Closed | -$331K | – | 656 |
|
|
2021
Q4 | $331K | Hold |
3,000
| – | – | ﹤0.01% | 251 |
|
|
2021
Q3 | $319K | Hold |
3,000
| – | – | ﹤0.01% | 253 |
|
|
2021
Q2 | $322K | Sell |
3,000
-3,236
| -52% | -$347K | ﹤0.01% | 262 |
|
|
2021
Q1 | $626K | Sell |
6,236
-3,153
| -34% | -$317K | 0.01% | 195 |
|
|
2020
Q4 | $947K | Buy |
9,389
+2,996
| +47% | +$302K | 0.01% | 161 |
|
|
2020
Q3 | $575K | Buy |
+6,393
| New | +$575K | 0.01% | 179 |
|