Loring Wolcott & Coolidge Fiduciary Advisors LLP ETFs

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q2 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
XLE Energy Sector Spdr	$0	$127,000 0.0% of portfolio	1,500	Q4 2023 Reduced 43.9%
ESGU Ishares Trust Ishares Esg Awar	$0	$113,000 0.0% of portfolio	837	Q1 2025 Reduced 17.7%
IWR Ishares Russell Mid Cap ETF	$0	$111,000 0.0% of portfolio	1,209	Q1 2024 Reduced 10.91%
VWO Vanguard Ftse Emerging Mkts Et	$0	$98,000 0.0% of portfolio	1,986	Q1 2025 Reduced 38.63%
IXUS Ishares Tr	$0	$95,000 0.0% of portfolio	1,233	Q3 2023 Added 250.28%
EFG Msci Eafe Growth ETF	$0	$83,000 0.0% of portfolio	749	Q2 2024 New
ITOT Ishares Core S&P Total U.S. St	$0	$68,000 0.0% of portfolio	506	Q2 2025 Reduced 22.87%
IGSB Ishares Trust Ishares 1 5 Year	$0	$67,000 0.0% of portfolio	1,271	Q4 2024 Reduced 22.31%
SCZ Ishares Tr Msci Eafe Small Cap	$0	$65,000 0.0% of portfolio	896	Q3 2024 Added 34.53%
SHM Spdr Nuveen Bloomberg Short Te	$0	$64,000 0.0% of portfolio	1,350	Q4 2024 Reduced 46.0%
VNLA Janus Henderson Short Duration	$0	$49,000 0.0% of portfolio	1,004	Q1 2023 Reduced 74.98%
IBDR Ishares Tr Ibonds Dec 2026 Ter	$0	$47,000 0.0% of portfolio	2,000	Q4 2023 New
SPIB Spdr Portfolio Intermediate Te	$0	$43,000 0.0% of portfolio	1,310	Q4 2024 Reduced 36.38%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$42,000 0.0% of portfolio	837	Q1 2024 New
ASHR Xtrackers Harvest Csi 300 Chin	$0	$42,000 0.0% of portfolio	1,527	Q3 2022 New
XBI Spdr Ser Tr Spdr S&P Biotech E	$0	$41,000 0.0% of portfolio	500	Q4 2024 New
SUB Ishares Short Term National Mu	$0	$39,000 0.0% of portfolio	375	Q3 2024 New
AAXJ Ishares Msci All Country Asia	$0	$22,000 0.0% of portfolio	275	Q2 2025 Added 0.36%
AMLP Alps ETF Tr Alerian Mlp ETF	$0	$19,000 0.0% of portfolio	400	Q2 2025 New
IBB Ishares Biotechnology ETF	$0	$18,000 0.0% of portfolio	150	Q4 2023 Reduced 59.13%
DVY Ishares Tr	$0	$14,000 0.0% of portfolio	112	Q3 2024 Reduced 41.67%
PHO Invesco Exchange Traded Fd Tr	$0	$14,000 0.0% of portfolio	206	Q2 2024 Reduced 26.43%
RWO Spdr Dow Jones Global Real Est	$0	$13,000 0.0% of portfolio	300	Q1 2025 Reduced 60.0%
BKLN Invesco ETF Tr Ii Sr Ln ETF	$0	$12,000 0.0% of portfolio	585	Q3 2024 New
VDE Vanguard Energy ETF	$0	$12,000 0.0% of portfolio	108	Q2 2023 New
SPMD Spdr Portfolio	$0	$4,000 0.0% of portfolio	90	Q4 2024 Reduced 97.17%
SPSM Spdr Portfolio S&P 600 Small C	$0	$4,000 0.0% of portfolio	105	Q4 2023 Reduced 97.14%

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