LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI EAFE Small-Cap ETF SCZ Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65.1K | Hold |
896
| – | – | ﹤0.01% | 376 |
|
|
2025
Q1 | $58.4K | Hold |
896
| – | – | ﹤0.01% | 375 |
|
|
2024
Q4 | $55.9K | Hold |
896
| – | – | ﹤0.01% | 382 |
|
|
2024
Q3 | $57.1K | Buy |
896
+230
| +35% | +$14.7K | ﹤0.01% | 380 |
|
|
2024
Q2 | $43K | Buy |
+666
| New | +$43K | ﹤0.01% | 404 |
|
|
2022
Q3 | – | Sell |
-666
| Closed | -$36K | – | 632 |
|
|
2022
Q2 | $36K | Buy |
+666
| New | +$36K | ﹤0.01% | 466 |
|
|
2021
Q4 | – | Sell |
-6,000
| Closed | -$446K | – | 765 |
|
|
2021
Q3 | $446K | Sell |
6,000
-1,000
| -14% | -$74.3K | ﹤0.01% | 226 |
|
|
2021
Q2 | $519K | Buy |
+7,000
| New | +$519K | 0.01% | 221 |
|
|
2021
Q1 | – | Sell |
-8,914
| Closed | -$609K | – | 626 |
|
|
2020
Q4 | $609K | Buy |
8,914
+2,716
| +44% | +$186K | 0.01% | 190 |
|
|
2020
Q3 | $366K | Buy |
+6,198
| New | +$366K | ﹤0.01% | 218 |
|
|
2019
Q1 | – | Sell |
-500
| Closed | -$26K | – | 751 |
|
|
2018
Q4 | $26K | Hold |
500
| – | – | ﹤0.01% | 478 |
|
|
2018
Q3 | $31K | Hold |
500
| – | – | ﹤0.01% | 460 |
|
|
2018
Q2 | $31K | Sell |
500
-428
| -46% | -$26.5K | ﹤0.01% | 470 |
|
|
2018
Q1 | $60K | Buy |
928
+428
| +86% | +$27.7K | ﹤0.01% | 424 |
|
|
2017
Q4 | $32K | Hold |
500
| – | – | ﹤0.01% | 475 |
|
|
2017
Q3 | $31K | Hold |
500
| – | – | ﹤0.01% | 468 |
|
|
2017
Q2 | $30K | Hold |
500
| – | – | ﹤0.01% | 461 |
|
|
2017
Q1 | $27K | Buy |
+500
| New | +$27K | ﹤0.01% | 470 |
|