Washington Trust Advisors’s iShares MSCI EAFE Growth ETF EFG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-620	Closed	-$59.2K	–	676
2023 Q2	$59.2K	Hold	620	–	–	0.01%	278
2023 Q1	$58.1K	Hold	620	–	–	0.01%	292
2022 Q4	$51.9K	Hold	620	–	–	0.01%	307
2022 Q3	$45K	Hold	620	–	–	﹤0.01%	400
2022 Q2	$50K	Hold	620	–	–	﹤0.01%	395
2022 Q1	$60K	Hold	620	–	–	﹤0.01%	412
2021 Q4	$68K	Buy	+620	New	+$67.9K	﹤0.01%	420

Other funds holding EFG

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Washington Trust Advisors's EFG Position: Q3 2023 in Review

Washington Trust Advisors sold out of iShares MSCI EAFE Growth ETF (EFG) in Q3 2023, closing a stake of 620 shares — an estimated $59.2K sold.

Washington Trust Advisors first reported a position in EFG in Q4 2021 and held it in 7 quarters. The position peaked at $68K in Q4 2021. 787 funds tracked by Wall St. Rank hold EFG as of Q3 2023.

Washington Trust Advisors reported no remaining iShares MSCI EAFE Growth ETF position as of Q3 2023 after selling out during the quarter.
Washington Trust Advisors sold 620 iShares MSCI EAFE Growth ETF shares in Q3 2023, an estimated $59.2K.
Washington Trust Advisors first reported a position in iShares MSCI EAFE Growth ETF in Q4 2021 and held it in 7 quarters.
Washington Trust Advisors's iShares MSCI EAFE Growth ETF position peaked at $68K in Q4 2021.
787 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2023.

Based on Washington Trust Advisors's 13F filing for Q3 2023, filed 18 Oct 2023.