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iShares MSCI ACWI ex US Index Fund shares owned by Wellesley Investment Partners

Quarter-by-quarter ownership of iShares MSCI ACWI ex US Index Fund (ACWX) shares owned by Wellesley Investment Partners from 13F filings

Historical chart of Wellesley Investment Partners investment in iShares MSCI ACWI ex US Index Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares MSCI ACWI ex US Index Fund held by Wellesley Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares MSCI ACWI ex US Index Fund by Wellesley Investment Partners

Quarter filed Position value Share count Share price at filing
2020-09-30 $336k 7.3k 45.86
2020-06-30 $305k 7.1k 43.20
2020-03-31 $265k 7.1k 37.54
2019-12-31 $346k 7.1k 49.01
2019-09-30 $371k 8.1k 46.03
2019-06-30 $330k 7.1k 46.74
2019-03-31 $326k 7.1k 46.18

More positions owned by Wellesley Investment Partners

iShares S&P 500 ETF Core S&p500 Etf (IVV)
iShares 7-10 Year Treasury Bond ETF Barclays 7 10 Yr (IEF)
Vanguard Developed Markets ETF Ftse Dev Mkt Etf (VEA)
iShares U.S. Aggregate Bond ETF Core Us Aggbd Et (AGG)
Vanguard Short-Term Bond ETF Short Trm Bond (BSV)
Ishares 1-3 Year Treasry 1 3 Yr Treas Bd (SHY)
Schwab US Dividend Equity ETF Us Dividend Eq (SCHD)
Vanguard Emerging Markets ETF Ftse Emr Mkt Etf (VWO)
iShares Gold Trust ETF Ishares
iShares S&P Mid Cap ETF Core S&p Mcp Etf (IJH)
Powershs Nasdaq-100 ETF Unit Ser 1 (QQQ)
Vanguard Total Stock Mkt ETF Total Stk Mkt (VTI)
Spdr S&p 500 Etf Tr Unit (SPY)
Vanguard Dividend Appreciation ETF Div App Etf (VIG)
Apple (AAPL)

View all positions for Wellesley Investment Partners

Top funds holding iShares MSCI ACWI ex US Index Fund

Bank of America Corporation
BlackRock
UBS Group
Ameriprise Financial
German American Bancorp
Sageworth Trust Company
Cliffwater
Regions Bank
Glenmede Trust Company
Captrust Financial Advisors
Goldman Sachs Group
Envestnet Asset Management
Johnson Financial Group
Calamos Wealth Management
TLWM

View all funds holding iShares MSCI ACWI ex US Index Fund