Washington Trust Advisors’s iShares MSCI EAFE Value ETF EFV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,012	Closed	-$49.5K	–	677
2023 Q2	$49.5K	Hold	1,012	–	–	﹤0.01%	294
2023 Q1	$49.1K	Hold	1,012	–	–	0.01%	315
2022 Q4	$46.4K	Hold	1,012	–	–	0.01%	318
2022 Q3	$39K	Hold	1,012	–	–	﹤0.01%	417
2022 Q2	$44K	Hold	1,012	–	–	﹤0.01%	420
2022 Q1	$51K	Hold	1,012	–	–	﹤0.01%	444
2021 Q4	$51K	Buy	+1,012	New	+$51.7K	﹤0.01%	471

Other funds holding EFV

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

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

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

Washington Trust Advisors sold out of iShares MSCI EAFE Value ETF (EFV) in Q3 2023, closing a stake of 1,012 shares — an estimated $49.5K sold.

Washington Trust Advisors first reported a position in EFV in Q4 2021 and held it in 7 quarters. The position peaked at $51K in Q1 2022. 828 funds tracked by Wall St. Rank hold EFV as of Q3 2023.

Washington Trust Advisors reported no remaining iShares MSCI EAFE Value ETF position as of Q3 2023 after selling out during the quarter.
Washington Trust Advisors sold 1,012 iShares MSCI EAFE Value ETF shares in Q3 2023, an estimated $49.5K.
Washington Trust Advisors first reported a position in iShares MSCI EAFE Value ETF in Q4 2021 and held it in 7 quarters.
Washington Trust Advisors's iShares MSCI EAFE Value ETF position peaked at $51K in Q1 2022.
828 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2023.

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