Washington Trust Advisors’s MSCI MSCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$40.9K	Buy	+73	New	+$42.6K	﹤0.01%	396
2025 Q1	–	Sell	-370	Closed	-$222K	–	654
2024 Q4	$222K	Sell	370 -13	-3%	-$7.8K	0.02%	185
2024 Q3	$223K	Buy	383 +83	+28%	+$45K	0.02%	190
2024 Q2	$145K	Sell	300 -66	-18%	-$32.7K	0.01%	220
2024 Q1	$205K	Buy	366 +279	+321%	+$157K	0.02%	194
2023 Q4	$49.3K	Buy	87 +9	+12%	+$4.65K	﹤0.01%	311
2023 Q3	$40.2K	Sell	78 -13	-14%	-$6.83K	﹤0.01%	330
2023 Q2	$42.7K	Hold	91	–	–	﹤0.01%	310
2023 Q1	$50.9K	Buy	91 +6	+7%	+$3.17K	0.01%	310
2022 Q4	$39.5K	Sell	85 -214	-72%	-$99.6K	﹤0.01%	333
2022 Q3	$126K	Sell	299 -75	-20%	-$34.3K	0.01%	246
2022 Q2	$154K	Sell	374 -25	-6%	-$10.9K	0.01%	230
2022 Q1	$200K	Sell	399 -5	-1%	-$2.59K	0.01%	235
2021 Q4	$247K	Buy	+404	New	+$253K	0.02%	226

Other funds holding MSCI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Washington Trust Advisors's MSCI Position: Q2 2026 in Review

Washington Trust Advisors opened a new position in MSCI (MSCI) in Q2 2026: 73 shares worth $40.9K. The stake represents ﹤0.01% of the portfolio and ranks #396 among its holdings. This is a return to the name: Washington Trust Advisors previously reported a position in MSCI as recently as Q4 2024.

Washington Trust Advisors first reported a position in MSCI in Q4 2021 and has held it in 14 quarters since. The position peaked at $247K in Q4 2021. 1,086 funds tracked by Wall St. Rank hold MSCI as of Q2 2026.

Washington Trust Advisors held 73 shares of MSCI worth $40.9K as of Q2 2026.
MSCI was a new Washington Trust Advisors position in Q2 2026.
MSCI made up ﹤0.01% of Washington Trust Advisors's portfolio in Q2 2026, its #396 holding.
Washington Trust Advisors first reported a position in MSCI in Q4 2021 and has held it in 14 quarters since.
Washington Trust Advisors's MSCI position peaked at $247K in Q4 2021.
1,086 funds tracked by Wall St. Rank held MSCI as of Q2 2026.

Based on Washington Trust Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.