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 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

NAMI

Nomura Asset Management International Philadelphia, Pennsylvania $58.4B AUM

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $18.1B AUM 15% 1-Year Est. Return

Washington Trust's EFG Position: Q1 2026 in Review

Washington Trust increased its iShares MSCI EAFE Growth ETF (EFG) stake by 19% in Q1 2026, buying an estimated $141K and bringing the position to 7,583 shares worth $845K. The position accounts for 0.03% of the portfolio, ranked #161.

Washington Trust first reported a position in EFG in Q4 2020 and has held it in 22 quarters since. The position peaked at $2.64M in Q4 2021. 1,009 funds tracked by Wall St. Rank hold EFG as of Q1 2026.

Washington Trust held 7,583 shares of iShares MSCI EAFE Growth ETF worth $845K as of Q1 2026.
Washington Trust bought 1,197 iShares MSCI EAFE Growth ETF shares in Q1 2026, an estimated $141K.
iShares MSCI EAFE Growth ETF made up 0.03% of Washington Trust's portfolio in Q1 2026, its #161 holding.
Washington Trust first reported a position in iShares MSCI EAFE Growth ETF in Q4 2020 and has held it in 22 quarters since.
Washington Trust's iShares MSCI EAFE Growth ETF position peaked at $2.64M in Q4 2021.
1,009 funds tracked by Wall St. Rank held iShares MSCI EAFE Growth ETF as of Q1 2026.

Based on Washington Trust's 13F filing for Q1 2026, filed 6 Apr 2026.