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	12,127 +4,380	+57%	+$330K	0.32%	29
2020 Q2	$542K	Buy	7,747 +695	+10%	+$45.8K	0.19%	57
2020 Q1	$405K	Buy	7,052 +2,145	+44%	+$146K	0.16%	63
2019 Q4	$349K	Buy	+4,907	New	+$334K	0.11%	85
2018 Q4	–	Sell	-5,420	Closed	-$346K	–	122
2018 Q3	$346K	Buy	+5,420	New	+$339K	0.11%	92

Other funds holding ESGU

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

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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

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

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

Wellesley Investment Partners increased its iShares ESG Aware MSCI USA ETF (ESGU) stake by 57% in Q3 2020, buying an estimated $330K and bringing the position to 12,127 shares worth $924K. The position accounts for 0.32% of the portfolio, ranked #29.

Wellesley Investment Partners first reported a position in ESGU in Q3 2018 and has held it in 5 quarters since. 335 funds tracked by Wall St. Rank hold ESGU as of Q3 2020.

Wellesley Investment Partners held 12,127 shares of iShares ESG Aware MSCI USA ETF worth $924K as of Q3 2020.
Wellesley Investment Partners bought 4,380 iShares ESG Aware MSCI USA ETF shares in Q3 2020, an estimated $330K.
iShares ESG Aware MSCI USA ETF made up 0.32% of Wellesley Investment Partners's portfolio in Q3 2020, its #29 holding.
Wellesley Investment Partners first reported a position in iShares ESG Aware MSCI USA ETF in Q3 2018 and has held it in 5 quarters since.
335 funds tracked by Wall St. Rank held iShares ESG Aware MSCI USA ETF as of Q3 2020.

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