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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$336K Buy
7,326
+266
+4% +$12.3K 0.11% 70
2020
Q2 		$305K Hold
7,060
– – 0.11% 79
2020
Q1 		$265K Hold
7,060
– – 0.11% 85
2019
Q4 		$346K Sell
7,060
-1,000
-12% -$47.7K 0.11% 86
2019
Q3 		$371K Buy
8,060
+1,000
+14% +$45.8K 0.12% 79
2019
Q2 		$330K Hold
7,060
– – 0.11% 86
2019
Q1 		$326K Buy
+7,060
New +$318K 0.11% 88

Other funds holding ACWX

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JFGIW
Johnson Financial Group Inc (Wisconsin) Racine, Wisconsin $2.76B AUM 19.4% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
RFC
Regions Financial Corp Birmingham, Alabama $15.4B AUM 21.7% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellesley Investment Partners's ACWX Position: Q3 2020 in Review

Wellesley Investment Partners increased its iShares MSCI ACWI ex US ETF (ACWX) stake by 3.8% in Q3 2020, buying an estimated $12.3K and bringing the position to 7,326 shares worth $336K. The position accounts for 0.11% of the portfolio, ranked #70.

Wellesley Investment Partners first reported a position in ACWX in Q1 2019 and has held it in 7 quarters since. The position peaked at $371K in Q3 2019. 293 funds tracked by Wall St. Rank hold ACWX as of Q3 2020.

  • Wellesley Investment Partners held 7,326 shares of iShares MSCI ACWI ex US ETF worth $336K as of Q3 2020.
  • Wellesley Investment Partners bought 266 iShares MSCI ACWI ex US ETF shares in Q3 2020, an estimated $12.3K.
  • iShares MSCI ACWI ex US ETF made up 0.11% of Wellesley Investment Partners's portfolio in Q3 2020, its #70 holding.
  • Wellesley Investment Partners first reported a position in iShares MSCI ACWI ex US ETF in Q1 2019 and has held it in 7 quarters since.
  • Wellesley Investment Partners's iShares MSCI ACWI ex US ETF position peaked at $371K in Q3 2019.
  • 293 funds tracked by Wall St. Rank held iShares MSCI ACWI ex US ETF as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.