LWCFA
EFV icon

Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.1M Hold
14,359
– – 0.01% 169
2026
Q1 		$1.12M Hold
14,359
– – 0.01% 153
2025
Q4 		$1.09M Hold
14,359
– – 0.01% 157
2025
Q3 		$981K Sell
14,359
-916
-6% -$60.3K 0.01% 168
2025
Q2 		$970K Hold
15,275
– – 0.01% 160
2025
Q1 		$912K Buy
15,275
+14,359
+1,568% +$812K 0.01% 158
2024
Q4 		$50.3K Hold
916
– – ﹤0.01% 386
2024
Q3 		$50.8K Hold
916
– – ﹤0.01% 384
2024
Q2 		$50.5K Buy
+916
New +$49.8K ﹤0.01% 390
2022
Q4 		– Sell
-916
Closed -$35K – 586
2022
Q3 		$35K Hold
916
– – ﹤0.01% 456
2022
Q2 		$40K Buy
+916
New +$43.6K ﹤0.01% 454
2020
Q4 		– Sell
-4,995
Closed -$202K – 778
2020
Q3 		$202K Buy
+4,995
New +$207K ﹤0.01% 259
2015
Q4 		– Sell
-3,779
Closed -$198K – 649
2015
Q3 		$198K Hold
3,779
– – 0.01% 275
2015
Q2 		$198K Hold
3,779
– – 0.01% 275
2015
Q1 		$201K Hold
3,779
– – 0.01% 283
2014
Q4 		$193K Hold
3,779
– – ﹤0.01% 282
2014
Q3 		$207K Hold
3,779
– – 0.01% 264
2014
Q2 		$221K Buy
+3,779
New +$223K 0.01% 265

Other funds holding EFV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
AOI
Auto-Owners Insurance Lansing, Michigan $4.43B AUM 30.05% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $7.56B AUM 23.82% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors held its iShares MSCI EAFE Value ETF (EFV) position steady in Q2 2026 at 14,359 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #169.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in EFV in Q2 2014 and has held it in 18 quarters since. The position peaked at $1.12M in Q1 2026. 833 funds tracked by Wall St. Rank hold EFV as of Q2 2026.

  • Loring Wolcott & Coolidge Fiduciary Advisors held 14,359 shares of iShares MSCI EAFE Value ETF worth $1.1M as of Q2 2026.
  • Loring Wolcott & Coolidge Fiduciary Advisors left its iShares MSCI EAFE Value ETF share count unchanged in Q2 2026.
  • iShares MSCI EAFE Value ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #169 holding.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI EAFE Value ETF in Q2 2014 and has held it in 18 quarters since.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI EAFE Value ETF position peaked at $1.12M in Q1 2026.
  • 833 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q2 2026.

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