Loring Wolcott & Coolidge Fiduciary Advisors’s iShares Core MSCI EAFE ETF IEFA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $598K | Buy |
6,188
+400
| +7% | +$38.4K | 0.01% | 222 |
|
|
2026
Q1 | $552K | Hold |
5,788
| – | – | 0.01% | 228 |
|
|
2025
Q4 | $552K | Hold |
5,788
| – | – | 0.01% | 231 |
|
|
2025
Q3 | $513K | Buy |
5,788
+3,422
| +145% | +$291K | ﹤0.01% | 241 |
|
|
2025
Q2 | $198K | Buy |
2,366
+200
| +9% | +$15.9K | ﹤0.01% | 281 |
|
|
2025
Q1 | $166K | Hold |
2,166
| – | – | ﹤0.01% | 286 |
|
|
2024
Q4 | $159K | Sell |
2,166
-1,143
| -35% | -$84.3K | ﹤0.01% | 304 |
|
|
2024
Q3 | $247K | Hold |
3,309
| – | – | ﹤0.01% | 260 |
|
|
2024
Q2 | $250K | Buy |
3,309
+1,486
| +82% | +$109K | ﹤0.01% | 253 |
|
|
2024
Q1 | $130K | Sell |
1,823
-54
| -3% | -$3.84K | ﹤0.01% | 308 |
|
|
2023
Q4 | $131K | Sell |
1,877
-2,457
| -57% | -$162K | ﹤0.01% | 321 |
|
|
2023
Q3 | $278K | Hold |
4,334
| – | – | ﹤0.01% | 247 |
|
|
2023
Q2 | $293K | Buy |
4,334
+4,280
| +7,926% | +$290K | ﹤0.01% | 251 |
|
|
2023
Q1 | $3.61K | Buy |
+54
| New | +$3.54K | ﹤0.01% | 557 |
|
|
2022
Q3 | – | Sell |
-1,666
| Closed | -$98K | – | 616 |
|
|
2022
Q2 | $98K | Buy |
+1,666
| New | +$107K | ﹤0.01% | 361 |
|
|
2021
Q4 | – | Sell |
-106
| Closed | -$8K | – | 745 |
|
|
2021
Q3 | $8K | Sell |
106
-2,990
| -97% | -$227K | ﹤0.01% | 621 |
|
|
2021
Q2 | $232K | Buy |
+3,096
| New | +$234K | ﹤0.01% | 299 |
|
|
2020
Q1 | – | Sell |
-125
| Closed | -$8K | – | 676 |
|
|
2019
Q4 | $8K | Buy |
+125
| New | +$7.93K | ﹤0.01% | 588 |
|
|
2019
Q2 | – | Sell |
-1,420
| Closed | -$86K | – | 732 |
|
|
2019
Q1 | $86K | Sell |
1,420
-510
| -26% | -$30.1K | ﹤0.01% | 339 |
|
|
2018
Q4 | $106K | Sell |
1,930
-200
| -9% | -$11.7K | ﹤0.01% | 315 |
|
|
2018
Q3 | $136K | Hold |
2,130
| – | – | ﹤0.01% | 311 |
|
|
2018
Q2 | $135K | Sell |
2,130
-1,100
| -34% | -$72.8K | ﹤0.01% | 318 |
|
|
2018
Q1 | $213K | Buy |
3,230
+2,008
| +164% | +$135K | ﹤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% | +$7.36K | ﹤0.01% | 382 |
|
|
2017
Q1 | $64K | Buy |
+1,100
| New | +$61.8K | ﹤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 | +$4.16K | ﹤0.01% | 607 |
|
Other funds holding IEFA
Loring Wolcott & Coolidge Fiduciary Advisors's IEFA Position: Q2 2026 in Review
Loring Wolcott & Coolidge Fiduciary Advisors increased its iShares Core MSCI EAFE ETF (IEFA) stake by 6.9% in Q2 2026, buying an estimated $38.4K and bringing the position to 6,188 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #222.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in IEFA in Q4 2015 and has held it in 31 quarters since. 1,718 funds tracked by Wall St. Rank hold IEFA as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors held 6,188 shares of iShares Core MSCI EAFE ETF worth $598K as of Q2 2026.
- Loring Wolcott & Coolidge Fiduciary Advisors bought 400 iShares Core MSCI EAFE ETF shares in Q2 2026, an estimated $38.4K.
- iShares Core MSCI EAFE ETF made up 0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #222 holding.
- Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares Core MSCI EAFE ETF in Q4 2015 and has held it in 31 quarters since.
- 1,718 funds tracked by Wall St. Rank held iShares Core MSCI EAFE ETF as of Q2 2026.
Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.