Washington Trust Advisors’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Washington Trust Advisors’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,046	Closed	-$68.2K	–	672
2023 Q3	$68.2K	Hold	1,046	–	–	0.01%	271
2023 Q2	$70.6K	Hold	1,046	–	–	0.01%	264
2023 Q1	$70.8K	Hold	1,046	–	–	0.01%	279
2022 Q4	$66.5K	Hold	1,046	–	–	0.01%	284
2022 Q3	$60K	Hold	1,046	–	–	0.01%	360
2022 Q2	$66K	Hold	1,046	–	–	0.01%	356
2022 Q1	$75K	Sell	1,046 -780	-43%	-$56.6K	0.01%	385
2021 Q4	$140K	Buy	+1,826	New	+$139K	0.01%	309

Other funds holding EFAV

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

SAM

Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return

Washington Trust Advisors's EFAV Position: Q4 2023 in Review

Washington Trust Advisors sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2023, closing a stake of 1,046 shares — an estimated $68.2K sold.

Washington Trust Advisors first reported a position in EFAV in Q4 2021 and held it in 8 quarters. The position peaked at $140K in Q4 2021. 486 funds tracked by Wall St. Rank hold EFAV as of Q4 2023.

Washington Trust Advisors reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2023 after selling out during the quarter.
Washington Trust Advisors sold 1,046 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2023, an estimated $68.2K.
Washington Trust Advisors first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q4 2021 and held it in 8 quarters.
Washington Trust Advisors's iShares MSCI EAFE Min Vol Factor ETF position peaked at $140K in Q4 2021.
486 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2023.

Based on Washington Trust Advisors's 13F filing for Q4 2023, filed 18 Jan 2024.