Wellesley Investment Partners’s iShares Core MSCI EAFE ETF IEFA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-4,447	Closed	-$254K	–	106
2020 Q2	$254K	Sell	4,447 -65	-1%	-$3.71K	0.09%	91
2020 Q1	$225K	Sell	4,512 -145	-3%	-$7.23K	0.09%	92
2019 Q4	$303K	Buy	4,657 +1,196	+35%	+$77.8K	0.09%	94
2019 Q3	$211K	Buy	+3,461	New	+$211K	0.07%	103