Loring Wolcott & Coolidge Fiduciary Advisors LLP Msci Eafe Growth ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Msci Eafe Growth ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 749 shares of EFG stock, worth $76,727. This represents 0.0% of its overall portfolio holdings.

Number of Shares

749

Previous 749 -0.0%

Holding current value

$76,727

Previous $76,000 5.26%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$97.17 - $106.25 $72,780 - $79,581	749 New	749 $76,000
Q2 2022 Jul 26, 2022	BUY	$77.95 - $97.78 $58,384 - $73,237	749 New	749 $60,000
Q1 2022 Apr 13, 2022	SELL	$87.3 - $110.53 $261,900 - $331,590	-3,000 Closed	0 $0
Q2 2021 Aug 13, 2021	SELL	$102.07 - $109.39 $330,298 - $353,986	-3,236 Reduced 51.89%	3,000 $322,000
Q1 2021 Apr 14, 2021	SELL	$97.17 - $105.39 $306,377 - $332,294	-3,153 Reduced 33.58%	6,236 $626,000
Q4 2020 Jan 14, 2021	BUY	$86.3 - $101.51 $258,554 - $304,123	2,996 Added 46.86%	9,389 $947,000
Q3 2020 Oct 15, 2020	BUY	$83.58 - $91.81 $534,326 - $586,941	6,393 New	6,393 $575,000

Others Institutions Holding EFG

# of Institutions

954

Shares Held

135M

Call Options Held

100

Put Options Held

View Full List

About MSCI EAFE GROWTH ETF

Ticker EFG
Sector ETFs
Industry ETFs

More about EFG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account

Loring Wolcott & Coolidge Fiduciary Advisors LLP Msci Eafe Growth ETF Transaction History