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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$639K	Buy	10,081 +1,827	+22%	+$117K	0.22%	45
2020 Q2	$500K	Buy	8,254 +911	+12%	+$52.3K	0.18%	62
2020 Q1	$390K	Sell	7,343 -32	-0.4%	-$2.01K	0.16%	65
2019 Q4	$506K	Buy	7,375 +979	+15%	+$65.2K	0.16%	72
2019 Q3	$410K	Sell	6,396 -75	-1%	-$4.74K	0.13%	74
2019 Q2	$416K	Sell	6,471 -134	-2%	-$8.56K	0.14%	74
2019 Q1	$417K	Sell	6,605 -178	-3%	-$10.9K	0.14%	78
2018 Q4	$389K	Buy	+6,783	New	+$412K	0.14%	80

Other funds holding ESGD

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

Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return

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

Wellesley Investment Partners increased its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 22% in Q3 2020, buying an estimated $117K and bringing the position to 10,081 shares worth $639K. The position accounts for 0.22% of the portfolio, ranked #45.

Wellesley Investment Partners first reported a position in ESGD in Q4 2018 and has held it in 8 quarters since. 266 funds tracked by Wall St. Rank hold ESGD as of Q3 2020.

Wellesley Investment Partners held 10,081 shares of iShares ESG Aware MSCI EAFE ETF worth $639K as of Q3 2020.
Wellesley Investment Partners bought 1,827 iShares ESG Aware MSCI EAFE ETF shares in Q3 2020, an estimated $117K.
iShares ESG Aware MSCI EAFE ETF made up 0.22% of Wellesley Investment Partners's portfolio in Q3 2020, its #45 holding.
Wellesley Investment Partners first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2018 and has held it in 8 quarters since.
266 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2020.

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