LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-51
| Closed | -$4.16K | – | 580 |
|
|
2024
Q2 | $4.16K | Hold |
51
| – | – | ﹤0.01% | 524 |
|
|
2024
Q1 | $3.94K | Buy |
+51
| New | +$3.94K | ﹤0.01% | 537 |
|
|
2023
Q4 | – | Sell |
-924
| Closed | -$63.7K | – | 565 |
|
|
2023
Q3 | $63.7K | Sell |
924
-69
| -7% | -$4.76K | ﹤0.01% | 400 |
|
|
2023
Q2 | $72.4K | Buy |
+993
| New | +$72.4K | ﹤0.01% | 398 |
|