Washington Trust
EFG icon

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

Washington Trust’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
Q3 		$703K Sell
5,863
-2,032
-26% -$249K 0.02% 180
2026
Q2 		$982K Buy
7,895
+312
+4% +$37.6K 0.03% 157
2026
Q1 		$845K Buy
7,583
+1,197
+19% +$141K 0.03% 161
2025
Q4 		$727K Hold
6,386
– – 0.02% 169
2025
Q3 		$727K Hold
6,386
– – 0.02% 166
2025
Q2 		$715K Hold
6,386
– – 0.03% 163
2025
Q1 		$639K Hold
6,386
– – 0.02% 166
2024
Q4 		$618K Hold
6,386
– – 0.02% 178
2024
Q3 		$687K Sell
6,386
-4,208
-40% -$437K 0.02% 177
2024
Q2 		$1.08M Hold
10,594
– – 0.04% 144
2024
Q1 		$1.1M Hold
10,594
– – 0.04% 146
2023
Q4 		$1.03M Sell
10,594
-1,819
-15% -$163K 0.04% 150
2023
Q3 		$1.07M Hold
12,413
– – 0.05% 135
2023
Q2 		$1.18M Sell
12,413
-596
-5% -$56.7K 0.05% 132
2023
Q1 		$1.22M Sell
13,009
-217
-2% -$19.5K 0.05% 129
2022
Q4 		$1.11M Buy
13,226
+70
+0.5% +$5.66K 0.05% 136
2022
Q3 		$955K Sell
13,156
-3,741
-22% -$305K 0.05% 133
2022
Q2 		$1.36M Hold
16,897
– – 0.06% 117
2022
Q1 		$1.63M Sell
16,897
-7,061
-29% -$694K 0.06% 119
2021
Q4 		$2.64M Hold
23,958
– – 0.1% 109
2021
Q3 		$2.55M Buy
23,958
+23,692
+8,907% +$2.61M 0.07% 140
2021
Q2 		$29K Sell
266
-231
-46% -$24.5K ﹤0.01% 624
2021
Q1 		$50K Sell
497
-864
-63% -$87.9K ﹤0.01% 495
2020
Q4 		$137K Buy
+1,361
New +$129K ﹤0.01% 337

Other funds holding EFG

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
JB Capital
JB Capital Wethersfield, Connecticut $2.93B AUM 20.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
NBT Bank
NBT Bank Norwich, New York $1.47B AUM 18.77% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Waller Financial Planning Group
Waller Financial Planning Group Columbus, Ohio $493M AUM 11.61% 1-Year Est. Return
Affinity Capital Advisors
Affinity Capital Advisors Berkeley, California $856M AUM 17.43% 1-Year Est. Return
RTD Financial Advisors
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
Cerro Pacific Wealth Advisors
Cerro Pacific Wealth Advisors San Luis Obispo, California $458M AUM 21.87% 1-Year Est. Return

Washington Trust's EFG Position: Q3 2026 in Review

Washington Trust reduced its iShares MSCI EAFE Growth ETF (EFG) stake by 26% in Q3 2026, selling an estimated $249K and leaving 5,863 shares worth $703K. The position accounts for 0.02% of the portfolio, ranked #180.

Washington Trust first reported a position in EFG in Q4 2020 and has held it in 24 quarters since. The position peaked at $2.64M in Q4 2021. 387 funds tracked by Wall St. Rank hold EFG as of Q3 2026.

  • Washington Trust held 5,863 shares of iShares MSCI EAFE Growth ETF worth $703K as of Q3 2026.
  • Washington Trust sold 2,032 iShares MSCI EAFE Growth ETF shares in Q3 2026, an estimated $249K.
  • iShares MSCI EAFE Growth ETF made up 0.02% of Washington Trust's portfolio in Q3 2026, its #180 holding.
  • Washington Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Washington Trust's iShares MSCI EAFE Growth ETF position peaked at $2.64M in Q4 2021.
  • 387 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q3 2026.

Based on Washington Trust's 13F filing for Q3 2026, filed 22 Oct 2026.