Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $981K | Sell |
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|
2025
Q2 | $970K | Hold |
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|
2025
Q1 | $912K | Buy |
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|
2024
Q4 | $50.3K | Hold |
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|
2024
Q3 | $50.8K | Hold |
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|
2024
Q2 | $50.5K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $35K | Hold |
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|
2022
Q2 | $40K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $202K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $198K | Hold |
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|
2015
Q2 | $198K | Hold |
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|
2015
Q1 | $201K | Hold |
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|
2014
Q4 | $193K | Hold |
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|
2014
Q3 | $207K | Hold |
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|
2014
Q2 | $221K | Buy |
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