WT
EFAV icon

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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SAM
Securian Asset Management St Paul, Minnesota $2.53B AUM 25.83% 1-Year Est. Return