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

Washington Trust Bank’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
2026 Q2	$2.55M	Sell	20,465 -6,193	-23%	-$747K	0.18%	82
2026 Q1	$2.97M	Sell	26,658 -36,346	-58%	-$4.27M	0.22%	67
2025 Q4	$7.18M	Buy	63,004 +52,535	+502%	+$6.02M	0.5%	45
2025 Q3	$1.19M	Buy	10,469 +2,240	+27%	+$250K	0.09%	96
2025 Q2	$922K	Buy	8,229 +1,650	+25%	+$174K	0.08%	114
2025 Q1	$658K	Sell	6,579 -6,102	-48%	-$622K	0.07%	116
2024 Q4	$1.23M	Buy	12,681 +7,177	+130%	+$729K	0.12%	92
2024 Q3	$593K	Sell	5,504 -5	-0.1%	-$519	0.06%	120
2024 Q2	$564K	Sell	5,509 -1,180	-18%	-$121K	0.06%	120
2024 Q1	$694K	Sell	6,689 -8,945	-57%	-$890K	0.07%	115
2023 Q4	$1.51M	Buy	15,634 +11,462	+275%	+$1.03M	0.13%	86
2023 Q3	$360K	Buy	4,172 +1,738	+71%	+$160K	0.04%	160
2023 Q2	$232K	Sell	2,434 -2,347	-49%	-$223K	0.02%	201
2023 Q1	$448K	Sell	4,781 -19,376	-80%	-$1.74M	0.05%	140
2022 Q4	$2.02M	Sell	24,157 -13,319	-36%	-$1.08M	0.23%	78
2022 Q3	$2.72M	Sell	37,476 -5,578	-13%	-$455K	0.35%	66
2022 Q2	$3.46M	Buy	43,054 +24,462	+132%	+$2.12M	0.45%	57
2022 Q1	$1.79M	Buy	18,592 +16,493	+786%	+$1.62M	0.21%	75
2021 Q4	$231K	Buy	+2,099	New	+$230K	0.02%	207
2019 Q1	–	Sell	-47,606	Closed	-$3.29M	–	598
2018 Q4	$3.29M	Buy	+47,606	New	+$3.47M	0.43%	56
2018 Q1	–	Sell	-20	Closed	-$2K	–	787
2017 Q4	$2K	Buy	+20	New	+$1.58K	﹤0.01%	688
2017 Q1	–	Sell	-8,386	Closed	-$534K	–	755
2016 Q4	$534K	Buy	+8,386	New	+$542K	0.12%	111
2016 Q1	–	Sell	-8,085	Closed	-$543K	–	776
2015 Q4	$543K	Sell	8,085 -4,060	-33%	-$275K	0.12%	122
2015 Q3	$775K	Buy	+12,145	New	+$828K	0.21%	95

Other funds holding EFG

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $66.6B AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

PAS

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

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Washington Trust Bank's EFG Position: Q2 2026 in Review

Washington Trust Bank reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 23% in Q2 2026, selling an estimated $747K and leaving 20,465 shares worth $2.55M. The position accounts for 0.18% of the portfolio, ranked #82.

Washington Trust Bank first reported a position in EFG in Q3 2015 and has held it in 24 quarters since. The position peaked at $7.18M in Q4 2025. 1,062 funds tracked by Wall St. Rank hold EFG as of Q2 2026.

Washington Trust Bank held 20,465 shares of iShares MSCI EAFE Growth ETF worth $2.55M as of Q2 2026.
Washington Trust Bank sold 6,193 iShares MSCI EAFE Growth ETF shares in Q2 2026, an estimated $747K.
iShares MSCI EAFE Growth ETF made up 0.18% of Washington Trust Bank's portfolio in Q2 2026, its #82 holding.
Washington Trust Bank first reported a position in iShares MSCI EAFE Growth ETF in Q3 2015 and has held it in 24 quarters since.
Washington Trust Bank's iShares MSCI EAFE Growth ETF position peaked at $7.18M in Q4 2025.
1,062 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q2 2026.

Based on Washington Trust Bank's 13F filing for Q2 2026, filed 5 Aug 2026.