LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $198K | Buy |
2,366
+200
| +9% | +$16.7K | ﹤0.01% | 281 |
|
|
2025
Q1 | $166K | Hold |
2,166
| – | – | ﹤0.01% | 286 |
|
|
2024
Q4 | $159K | Sell |
2,166
-1,143
| -35% | -$84.1K | ﹤0.01% | 304 |
|
|
2024
Q3 | $247K | Hold |
3,309
| – | – | ﹤0.01% | 260 |
|
|
2024
Q2 | $250K | Buy |
3,309
+1,486
| +82% | +$112K | ﹤0.01% | 253 |
|
|
2024
Q1 | $130K | Sell |
1,823
-54
| -3% | -$3.87K | ﹤0.01% | 308 |
|
|
2023
Q4 | $131K | Sell |
1,877
-2,457
| -57% | -$172K | ﹤0.01% | 321 |
|
|
2023
Q3 | $278K | Hold |
4,334
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $293K | Buy |
4,334
+4,280
| +7,926% | +$289K | ﹤0.01% | 251 |
|
|
2023
Q1 | $3.61K | Buy |
+54
| New | +$3.61K | ﹤0.01% | 557 |
|
|
2022
Q3 | – | Sell |
-1,666
| Closed | -$98K | – | 616 |
|
|
2022
Q2 | $98K | Buy |
+1,666
| New | +$98K | ﹤0.01% | 361 |
|
|
2021
Q4 | – | Sell |
-106
| Closed | -$8K | – | 745 |
|
|
2021
Q3 | $8K | Sell |
106
-2,990
| -97% | -$226K | ﹤0.01% | 621 |
|
|
2021
Q2 | $232K | Buy |
+3,096
| New | +$232K | ﹤0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-125
| Closed | -$8K | – | 676 |
|
|
2019
Q4 | $8K | Buy |
+125
| New | +$8K | ﹤0.01% | 588 |
|
|
2019
Q2 | – | Sell |
-1,420
| Closed | -$86K | – | 732 |
|
|
2019
Q1 | $86K | Sell |
1,420
-510
| -26% | -$30.9K | ﹤0.01% | 339 |
|
|
2018
Q4 | $106K | Sell |
1,930
-200
| -9% | -$11K | ﹤0.01% | 315 |
|
|
2018
Q3 | $136K | Hold |
2,130
| – | – | ﹤0.01% | 311 |
|
|
2018
Q2 | $135K | Sell |
2,130
-1,100
| -34% | -$69.7K | ﹤0.01% | 318 |
|
|
2018
Q1 | $213K | Buy |
3,230
+2,008
| +164% | +$132K | ﹤0.01% | 270 |
|
|
2017
Q4 | $81K | Hold |
1,222
| – | – | ﹤0.01% | 384 |
|
|
2017
Q3 | $78K | Hold |
1,222
| – | – | ﹤0.01% | 382 |
|
|
2017
Q2 | $76K | Buy |
1,222
+122
| +11% | +$7.59K | ﹤0.01% | 382 |
|
|
2017
Q1 | $64K | Buy |
+1,100
| New | +$64K | ﹤0.01% | 393 |
|
|
2016
Q4 | – | Sell |
-75
| Closed | -$4K | – | 602 |
|
|
2016
Q3 | $4K | Hold |
75
| – | – | ﹤0.01% | 584 |
|
|
2016
Q2 | $4K | Hold |
75
| – | – | ﹤0.01% | 601 |
|
|
2016
Q1 | $4K | Hold |
75
| – | – | ﹤0.01% | 588 |
|
|
2015
Q4 | $4K | Buy |
+75
| New | +$4K | ﹤0.01% | 607 |
|