Washington Trust’s iShares MSCI EAFE Min Vol Factor ETF EFAV Stock Holding History

Washington Trust’s Portfolio EFAV Stock Details EFAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-48	Closed	-$3.68K	–	861
2024 Q3	$3.68K	Hold	48	–	–	﹤0.01%	764
2024 Q2	$3.33K	Sell	48 -18	-27%	-$1.26K	﹤0.01%	780
2024 Q1	$4.68K	Buy	66 +18	+38%	+$1.25K	﹤0.01%	746
2023 Q4	$3.33K	Buy	+48	New	+$3.18K	﹤0.01%	759
2021 Q4	–	Sell	-1,826	Closed	-$138K	–	974
2021 Q3	$138K	Hold	1,826	–	–	﹤0.01%	363
2021 Q2	$138K	Hold	1,826	–	–	﹤0.01%	359
2021 Q1	$133K	Hold	1,826	–	–	﹤0.01%	351
2020 Q4	$134K	Hold	1,826	–	–	﹤0.01%	339
2020 Q3	$124K	Buy	+1,826	New	+$124K	﹤0.01%	314

Other funds holding EFAV

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

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

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Financial Engines Advisors Santa Clara, California $56.3B AUM 17.83% 1-Year Est. Return

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

SAM

Securian Asset Management St Paul, Minnesota $2.78B AUM 32.11% 1-Year Est. Return

Washington Trust's EFAV Position: Q4 2024 in Review

Washington Trust sold out of iShares MSCI EAFE Min Vol Factor ETF (EFAV) in Q4 2024, closing a stake of 48 shares — an estimated $3.68K sold.

Washington Trust first reported a position in EFAV in Q3 2020 and held it in 9 quarters. The position peaked at $138K in Q3 2021. 472 funds tracked by Wall St. Rank hold EFAV as of Q4 2024.

Washington Trust reported no remaining iShares MSCI EAFE Min Vol Factor ETF position as of Q4 2024 after selling out during the quarter.
Washington Trust sold 48 iShares MSCI EAFE Min Vol Factor ETF shares in Q4 2024, an estimated $3.68K.
Washington Trust first reported a position in iShares MSCI EAFE Min Vol Factor ETF in Q3 2020 and held it in 9 quarters.
Washington Trust's iShares MSCI EAFE Min Vol Factor ETF position peaked at $138K in Q3 2021.
472 funds tracked by Wall St. Rank held iShares MSCI EAFE Min Vol Factor ETF as of Q4 2024.

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