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Washington Trust Bank’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Washington Trust Bank’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-50
Closed -$3K – 600
2018
Q4 		$3K Buy
+50
New +$3.04K ﹤0.01% 553

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BlackRock
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Morgan Stanley
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Washington Trust Bank's ESGD Position: Q1 2019 in Review

Washington Trust Bank sold out of iShares ESG Aware MSCI EAFE ETF (ESGD) in Q1 2019, closing a stake of 50 shares — an estimated $3K sold.

Washington Trust Bank first reported a position in ESGD in Q4 2018 and held it in 1 quarter. The position peaked at $3K in Q4 2018. 147 funds tracked by Wall St. Rank hold ESGD as of Q1 2019.

  • Washington Trust Bank reported no remaining iShares ESG Aware MSCI EAFE ETF position as of Q1 2019 after selling out during the quarter.
  • Washington Trust Bank sold 50 iShares ESG Aware MSCI EAFE ETF shares in Q1 2019, an estimated $3K.
  • Washington Trust Bank first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and held it in 1 quarter.
  • Washington Trust Bank's iShares ESG Aware MSCI EAFE ETF position peaked at $3K in Q4 2018.
  • 147 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q1 2019.

Based on Washington Trust Bank's 13F filing for Q1 2019, filed 9 Apr 2019.