Wellesley Investment Partners’s iShares ESG Aware MSCI USA ETF ESGU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$924K	Buy
2020 Q2	$542K	Buy
2020 Q1	$405K	Buy
2019 Q4	$349K	Buy
2018 Q4	–	Sell
2018 Q3	$346K	Buy