Washington Trust’s iShares MSCI World ETF URTH Stock Holding History

Washington Trust’s Portfolio URTH Stock Details URTH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-453	Closed	-$57K	–	1091
2021 Q3	$57K	Hold	453	–	–	﹤0.01%	500
2021 Q2	$57K	Buy	453 +1	+0.2%	+$124	﹤0.01%	496
2021 Q1	$54K	Sell	452 -310	-41%	-$36K	﹤0.01%	486
2020 Q4	$86K	Buy	762 +2	+0.3%	+$212	﹤0.01%	398
2020 Q3	$76K	Buy	+760	New	+$75K	﹤0.01%	377

Other funds holding URTH

SMDAM

Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Washington Trust's URTH Position: Q4 2021 in Review

Washington Trust sold out of iShares MSCI World ETF (URTH) in Q4 2021, closing a stake of 453 shares — an estimated $57K sold.

Washington Trust first reported a position in URTH in Q3 2020 and held it in 5 quarters. The position peaked at $86K in Q4 2020. 137 funds tracked by Wall St. Rank hold URTH as of Q4 2021.

Washington Trust reported no remaining iShares MSCI World ETF position as of Q4 2021 after selling out during the quarter.
Washington Trust sold 453 iShares MSCI World ETF shares in Q4 2021, an estimated $57K.
Washington Trust first reported a position in iShares MSCI World ETF in Q3 2020 and held it in 5 quarters.
Washington Trust's iShares MSCI World ETF position peaked at $86K in Q4 2020.
137 funds tracked by Wall St. Rank held iShares MSCI World ETF as of Q4 2021.

Based on Washington Trust's 13F filing for Q4 2021, filed 9 Feb 2022.