Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EFG Stock Details EFG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$93.2K	Hold	749	–	–	﹤0.01%	392
2026 Q1	$88.7K	Hold	749	–	–	﹤0.01%	389
2025 Q4	$91.2K	Hold	749	–	–	﹤0.01%	385
2025 Q3	$87.4K	Hold	749	–	–	﹤0.01%	392
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	+$76.6K	﹤0.01%	357
2022 Q4	–	Sell	-749	Closed	-$54K	–	585
2022 Q3	$54K	Hold	749	–	–	﹤0.01%	402
2022 Q2	$60K	Buy	+749	New	+$65K	﹤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%	-$344K	﹤0.01%	262
2021 Q1	$626K	Sell	6,236 -3,153	-34%	-$321K	0.01%	195
2020 Q4	$947K	Buy	9,389 +2,996	+47%	+$283K	0.01%	161
2020 Q3	$575K	Buy	+6,393	New	+$567K	0.01%	179

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

JB Capital Wethersfield, Connecticut $2.89B AUM 29.25% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's EFG Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares MSCI EAFE Growth ETF (EFG) position steady in Q2 2026 at 749 shares worth $93.2K. The position accounts for ﹤0.01% of the portfolio, ranked #392.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFG in Q3 2020 and has held it in 17 quarters since. The position peaked at $947K in Q4 2020. 724 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 749 shares of iShares MSCI EAFE Growth ETF worth $93.2K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its iShares MSCI EAFE Growth ETF share count unchanged in Q2 2026.
iShares MSCI EAFE Growth ETF made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #392 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q3 2020 and has held it in 17 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI EAFE Growth ETF position peaked at $947K in Q4 2020.
724 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.