Washington Trust’s MSCI MSCI Stock Holding History

Washington Trust’s Portfolio MSCI Stock Details MSCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-41	Closed	-$23.2K	–	540
2025 Q1	$23.2K	Hold	41	–	–	﹤0.01%	511
2024 Q4	$24.6K	Hold	41	–	–	﹤0.01%	545
2024 Q3	$23.9K	Hold	41	–	–	﹤0.01%	556
2024 Q2	$19.8K	Hold	41	–	–	﹤0.01%	580
2024 Q1	$23K	Hold	41	–	–	﹤0.01%	556
2023 Q4	$23.2K	Sell	41 -3	-7%	-$1.55K	﹤0.01%	537
2023 Q3	$22.6K	Buy	44 +1	+2%	+$525	﹤0.01%	519
2023 Q2	$20.2K	Hold	43	–	–	﹤0.01%	561
2023 Q1	$24.1K	Hold	43	–	–	﹤0.01%	535
2022 Q4	$20K	Hold	43	–	–	﹤0.01%	553
2022 Q3	$18K	Hold	43	–	–	﹤0.01%	559
2022 Q2	$18K	Sell	43 -1	-2%	-$435	﹤0.01%	565
2022 Q1	$23K	Hold	44	–	–	﹤0.01%	556
2021 Q4	$27K	Hold	44	–	–	﹤0.01%	530
2021 Q3	$27K	Hold	44	–	–	﹤0.01%	626
2021 Q2	$24K	Hold	44	–	–	﹤0.01%	665
2021 Q1	$18K	Sell	44 -1	-2%	-$420	﹤0.01%	687
2020 Q4	$20K	Hold	45	–	–	﹤0.01%	663
2020 Q3	$16K	Hold	45	–	–	﹤0.01%	653
2020 Q2	$14K	Sell	45 -1	-2%	-$323	﹤0.01%	605
2020 Q1	$13K	Buy	+46	New	+$13K	﹤0.01%	627
2018 Q3	–	Sell	-3	Closed	–	–	591
2018 Q2	$0	Buy	+3	New	+$473	﹤0.01%	960

Other funds holding MSCI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Polen Capital Management Boca Raton, Florida $11.6B AUM 8.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Washington Trust's MSCI Position: Q2 2025 in Review

Washington Trust sold out of MSCI (MSCI) in Q2 2025, closing a stake of 41 shares — an estimated $23.2K sold.

Washington Trust first reported a position in MSCI in Q2 2018 and held it in 22 quarters. The position peaked at $27K in Q4 2021. 1,087 funds tracked by Wall St. Rank hold MSCI as of Q2 2025.

Washington Trust reported no remaining MSCI position as of Q2 2025 after selling out during the quarter.
Washington Trust sold 41 MSCI shares in Q2 2025, an estimated $23.2K.
Washington Trust first reported a position in MSCI in Q2 2018 and held it in 22 quarters.
Washington Trust's MSCI position peaked at $27K in Q4 2021.
1,087 funds tracked by Wall St. Rank held MSCI as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.