Washington Trust’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Washington Trust’s Portfolio ACWX Stock Details ACWX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-112	Closed	-$6.41K	–	849
2024 Q3	$6.41K	Hold	112	–	–	﹤0.01%	711
2024 Q2	$5.95K	Hold	112	–	–	﹤0.01%	718
2024 Q1	$5.98K	Hold	112	–	–	﹤0.01%	721
2023 Q4	$5.72K	Hold	112	–	–	﹤0.01%	692
2023 Q3	$5.26K	Hold	112	–	–	﹤0.01%	681
2023 Q2	$5.51K	Hold	112	–	–	﹤0.01%	697
2023 Q1	$5.46K	Hold	112	–	–	﹤0.01%	713
2022 Q4	$5.1K	Hold	112	–	–	﹤0.01%	717
2022 Q3	$4K	Hold	112	–	–	﹤0.01%	728
2022 Q2	$5K	Hold	112	–	–	﹤0.01%	706
2022 Q1	$6K	Hold	112	–	–	﹤0.01%	713
2021 Q4	$6K	Hold	112	–	–	﹤0.01%	711
2021 Q3	$6K	Hold	112	–	–	﹤0.01%	829
2021 Q2	$6K	Sell	112 -175	-61%	-$10K	﹤0.01%	838
2021 Q1	$16K	Hold	287	–	–	﹤0.01%	700
2020 Q4	$15K	Hold	287	–	–	﹤0.01%	699
2020 Q3	$13K	Hold	287	–	–	﹤0.01%	687
2020 Q2	$12K	Sell	287 -100	-26%	-$4.09K	﹤0.01%	630
2020 Q1	$15K	Buy	+387	New	+$17.4K	﹤0.01%	596
2018 Q3	–	Sell	-351	Closed	-$17K	–	237
2018 Q2	$17K	Buy	+351	New	+$17.4K	﹤0.01%	596

Other funds holding ACWX

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

GAB

German American Bancorp Jasper, Indiana $1.33B AUM 37.42% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

RFC

Regions Financial Corp Birmingham, Alabama $16.8B AUM 26.68% 1-Year Est. Return

Cliffwater Marina Del Rey, California $402M AUM 7.57% 1-Year Est. Return

Washington Trust's ACWX Position: Q4 2024 in Review

Washington Trust sold out of iShares MSCI ACWI ex US ETF (ACWX) in Q4 2024, closing a stake of 112 shares — an estimated $6.41K sold.

Washington Trust first reported a position in ACWX in Q2 2018 and held it in 20 quarters. The position peaked at $17K in Q2 2018. 500 funds tracked by Wall St. Rank hold ACWX as of Q4 2024.

Washington Trust reported no remaining iShares MSCI ACWI ex US ETF position as of Q4 2024 after selling out during the quarter.
Washington Trust sold 112 iShares MSCI ACWI ex US ETF shares in Q4 2024, an estimated $6.41K.
Washington Trust first reported a position in iShares MSCI ACWI ex US ETF in Q2 2018 and held it in 20 quarters.
Washington Trust's iShares MSCI ACWI ex US ETF position peaked at $17K in Q2 2018.
500 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q4 2024.

Based on Washington Trust's 13F filing for Q4 2024, filed 30 Jan 2025.