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

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.3 Billion
Q1 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 5,968 shares of EFA stock, worth $533,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,968

Previous 6,013 0.75%

Holding current value

$533,061

Previous $454,000 7.27%

% of portfolio

0.0%

Previous 0.0%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 24, 2025	SELL	$74.85 - $84.89 $3,368 - $3,820	-45 Reduced 0.75%	5,968 $487,000
Q3 2024 Oct 25, 2024	SELL	$75.32 - $84.37 $15,063 - $16,874	-200 Reduced 3.22%	6,013 $502,000
Q2 2024 Jul 17, 2024	BUY	$76.09 - $82.16 $15,218 - $16,432	200 Added 3.33%	6,213 $486,000
Q1 2024 Apr 23, 2024	SELL	$73.11 - $80.04 $14,622 - $16,008	-200 Reduced 3.22%	6,013 $480,000
Q3 2023 Nov 03, 2023	BUY	$68.56 - $74.46 $53,476 - $58,078	780 Added 14.36%	6,213 $428,000
Q2 2023 Aug 01, 2023	SELL	$70.67 - $73.9 $565,147 - $590,978	-7,997 Reduced 59.55%	5,433 $393,000
Q1 2023 May 02, 2023	BUY	$66.22 - $72.19 $1,854 - $2,021	28 Added 0.21%	13,430 $960,000
Q3 2022 Oct 25, 2022	SELL	$55.54 - $66.76 $23,326 - $28,039	-420 Reduced 3.04%	13,402 $751,000
Q4 2021 Feb 14, 2022	BUY	$76.4 - $81.83 $684,314 - $732,951	8,957 Added 184.11%	13,822 $1.09 Million
Q3 2021 Nov 12, 2021	SELL	$76.9 - $82.13 $20,993 - $22,421	-273 Reduced 5.31%	4,865 $380,000
Q2 2021 Aug 13, 2021	SELL	$76.86 - $81.95 $282,691 - $301,412	-3,678 Reduced 41.72%	5,138 $405,000
Q1 2021 Apr 14, 2021	SELL	$72.39 - $76.92 $3,185 - $3,384	-44 Reduced 0.5%	8,816 $669,000
Q4 2020 Jan 14, 2021	SELL	$61.39 - $73.52 $426,537 - $510,816	-6,948 Reduced 43.95%	8,860 $646,000
Q2 2020 Jul 30, 2020	SELL	$50.9 - $64.65 $95,692 - $121,542	-1,880 Reduced 10.63%	15,808 $962,000
Q1 2020 Apr 15, 2020	SELL	$46.5 - $70.38 $36,967 - $55,952	-795 Reduced 4.3%	17,688 $946,000
Q4 2019 Jan 22, 2020	SELL	$63.25 - $69.66 $13,915 - $15,325	-220 Reduced 1.18%	18,483 $1.28 Million
Q3 2019 Nov 05, 2019	SELL	$61.3 - $66.68 $13,792 - $15,003	-225 Reduced 1.19%	18,703 $1.22 Million
Q2 2019 Aug 09, 2019	SELL	$63.4 - $66.99 $346,290 - $365,899	-5,462 Reduced 22.39%	18,928 $1.24 Million
Q1 2019 Apr 08, 2019	BUY	$58.13 - $65.61 $3,778 - $4,264	65 Added 0.27%	24,390 $1.58 Million
Q4 2018 Feb 13, 2019	SELL	$56.89 - $68.07 $76,801 - $91,894	-1,350 Reduced 5.26%	24,325 $1.43 Million
Q3 2018 Oct 31, 2018	SELL	$65.43 - $68.98 $126,803 - $133,683	-1,938 Reduced 7.02%	25,675 $1.75 Million
Q2 2018 Aug 07, 2018	SELL	$66.35 - $71.9 $278,072 - $301,332	-4,191 Reduced 13.18%	27,613 $1.85 Million
Q1 2018 Apr 20, 2018	BUY	$67.94 - $75.25 $144,236 - $159,755	2,123 Added 7.15%	31,804 $2.22 Million
Q4 2017 Feb 08, 2018	SELL	$68.42 - $70.8 $7,526 - $7,788	-110 Reduced 0.37%	29,681 $2.09 Million
Q3 2017 Oct 27, 2017	BUY	$66.39 - $68.48 $534,572 - $551,400	8,052 Added 37.04%	29,791 $2.04 Million
Q2 2017 Aug 07, 2017	BUY	N/A	21,739	21,739 $0

Others Institutions Holding EFA

# of Institutions

2,273

Shares Held

575M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

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