Wellesley Investment Partners’s iShares MSCI ACWI ex US ETF ACWX Stock Holding History

Wellesley Investment Partners’s Portfolio ACWX Stock Details ACWX Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$336K	Buy
2020 Q2	$305K	Hold
2020 Q1	$265K	Hold
2019 Q4	$346K	Sell
2019 Q3	$371K	Buy
2019 Q2	$330K	Hold
2019 Q1	$326K	Buy