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Washington Trust’s iShares MSCI Pacific ex Japan ETF EPP Stock Holding History

Washington Trust’s Portfolio EPP Stock Details EPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-72
Closed -$3.08K – 875
2024
Q1 		$3.08K Buy
+72
New +$3.04K ﹤0.01% 785
2021
Q1 		– Sell
-1,400
Closed -$67K – 1022
2020
Q4 		$67K Buy
+1,400
New +$62.4K ﹤0.01% 443
2020
Q2 		– Sell
-300
Closed -$10K – 906
2020
Q1 		$10K Buy
+300
New +$12.7K ﹤0.01% 663
2018
Q3 		– Sell
-300
Closed -$14K – 412
2018
Q2 		$14K Buy
+300
New +$14.2K ﹤0.01% 631

Other funds holding EPP

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Washington Trust's EPP Position: Q2 2024 in Review

Washington Trust sold out of iShares MSCI Pacific ex Japan ETF (EPP) in Q2 2024, closing a stake of 72 shares — an estimated $3.08K sold.

Washington Trust first reported a position in EPP in Q2 2018 and held it in 4 quarters. The position peaked at $67K in Q4 2020. 184 funds tracked by Wall St. Rank hold EPP as of Q2 2024.

  • Washington Trust reported no remaining iShares MSCI Pacific ex Japan ETF position as of Q2 2024 after selling out during the quarter.
  • Washington Trust sold 72 iShares MSCI Pacific ex Japan ETF shares in Q2 2024, an estimated $3.08K.
  • Washington Trust first reported a position in iShares MSCI Pacific ex Japan ETF in Q2 2018 and held it in 4 quarters.
  • Washington Trust's iShares MSCI Pacific ex Japan ETF position peaked at $67K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held iShares MSCI Pacific ex Japan ETF as of Q2 2024.

Based on Washington Trust's 13F filing for Q2 2024, filed 15 Jul 2024.