Wellesley Investment Partners’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Wellesley Investment Partners’s Portfolio ESGD Stock Details ESGD 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	$639K	Buy
2020 Q2	$500K	Buy
2020 Q1	$390K	Sell
2019 Q4	$506K	Buy
2019 Q3	$410K	Sell
2019 Q2	$416K	Sell
2019 Q1	$417K	Sell
2018 Q4	$389K	Buy