Washington Trust
EFV icon

Washington Trust’s iShares MSCI EAFE Value ETF EFV Stock Holding History

Washington Trust’s Portfolio EFV Stock Details EFV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$996K Sell
12,582
-122
-1% -$9.8K 0.03% 149
2026
Q2 		$972K Buy
12,704
+1,056
+9% +$81.8K 0.03% 158
2026
Q1 		$866K Buy
11,648
+8,617
+284% +$648K 0.03% 158
2025
Q4 		$216K Hold
3,031
– – 0.01% 267
2025
Q3 		$206K Buy
+3,031
New +$200K 0.01% 271
2025
Q2 		– Sell
-1,932
Closed -$114K – 385
2025
Q1 		$114K Sell
1,932
-40
-2% -$2.26K ﹤0.01% 308
2024
Q4 		$103K Hold
1,972
– – ﹤0.01% 339
2024
Q3 		$113K Buy
1,972
+87
+5% +$4.8K ﹤0.01% 335
2024
Q2 		$100K Sell
1,885
-24
-1% -$1.3K ﹤0.01% 350
2024
Q1 		$104K Buy
1,909
+3
+0.2% +$157 ﹤0.01% 345
2023
Q4 		$99.3K Hold
1,906
– – ﹤0.01% 334
2023
Q3 		$93.3K Hold
1,906
– – ﹤0.01% 318
2023
Q2 		$93.3K Sell
1,906
-60
-3% -$2.95K ﹤0.01% 331
2023
Q1 		$95.4K Buy
1,966
+60
+3% +$2.9K ﹤0.01% 325
2022
Q4 		$87.4K Buy
+1,906
New +$82.7K ﹤0.01% 328

Other funds holding EFV

Park Avenue Securities
Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return
Auto-Owners Insurance
Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Hamilton Capital
Hamilton Capital Columbus, Ohio $1.78B AUM 13.07% 1-Year Est. Return
OpenArc Corporate Advisory
OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return
Empirical Wealth Management
Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return
Sagespring Wealth Partners
Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return
Aspiriant LLC
Aspiriant LLC Los Angeles, California $4.08B AUM 12.02% 1-Year Est. Return
Financial Synergies Wealth Advisors
Financial Synergies Wealth Advisors Houston, Texas $1.22B AUM 22.8% 1-Year Est. Return
SoFi Wealth
SoFi Wealth San Francisco, California $2.59B AUM 14.4% 1-Year Est. Return

Washington Trust's EFV Position: Q3 2026 in Review

Washington Trust reduced its iShares MSCI EAFE Value ETF (EFV) stake by 0.96% in Q3 2026, selling an estimated $9.8K and leaving 12,582 shares worth $996K. The position accounts for 0.03% of the portfolio, ranked #149.

Washington Trust first reported a position in EFV in Q4 2022 and has held it in 15 quarters since. 483 funds tracked by Wall St. Rank hold EFV as of Q3 2026.

  • Washington Trust held 12,582 shares of iShares MSCI EAFE Value ETF worth $996K as of Q3 2026.
  • Washington Trust sold 122 iShares MSCI EAFE Value ETF shares in Q3 2026, an estimated $9.8K.
  • iShares MSCI EAFE Value ETF made up 0.03% of Washington Trust's portfolio in Q3 2026, its #149 holding.
  • Washington Trust first reported a position in iShares MSCI EAFE Value ETF in Q4 2022 and has held it in 15 quarters since.
  • 483 funds tracked by Wall St. Rank held iShares MSCI EAFE Value ETF as of Q3 2026.

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