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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $513K | Buy |
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|
2025
Q2 | $198K | Buy |
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|
2025
Q1 | $166K | Hold |
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|
2024
Q4 | $159K | Sell |
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|
2024
Q3 | $247K | Hold |
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|
2024
Q2 | $250K | Buy |
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|
2024
Q1 | $130K | Sell |
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|
2023
Q4 | $131K | Sell |
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|
2023
Q3 | $278K | Hold |
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|
2023
Q2 | $293K | Buy |
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|
2023
Q1 | $3.61K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $98K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $8K | Sell |
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|
2021
Q2 | $232K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $8K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $86K | Sell |
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|
2018
Q4 | $106K | Sell |
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|
2018
Q3 | $136K | Hold |
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|
2018
Q2 | $135K | Sell |
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|
2018
Q1 | $213K | Buy |
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|
2017
Q4 | $81K | Hold |
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|
2017
Q3 | $78K | Hold |
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|
2017
Q2 | $76K | Buy |
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|
2017
Q1 | $64K | Buy |
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|
2016
Q4 | – | Sell |
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|
2016
Q3 | $4K | Hold |
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|
2016
Q2 | $4K | Hold |
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|
2016
Q1 | $4K | Hold |
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|
2015
Q4 | $4K | Buy |
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