Arden Trust’s iShares MSCI ACWI ETF ACWI Stock Holding History

Arden Trust’s Portfolio ACWI Stock Details ACWI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$401K	Hold	3,567	–	–	0.06%	156
2024 Q1	$393K	Hold	3,567	–	–	0.05%	169
2023 Q4	$363K	Hold	3,567	–	–	0.05%	176
2023 Q3	$329K	Buy	3,567 +156	+5%	+$15K	0.05%	179
2023 Q2	$327K	Sell	3,411 -165	-5%	-$15.3K	0.05%	189
2023 Q1	$326K	Buy	3,576 +188	+6%	+$16.8K	0.06%	238
2022 Q4	$288K	Hold	3,388	–	–	0.06%	222
2022 Q3	$264K	Buy	3,388 +116	+4%	+$10K	0.07%	231
2022 Q2	$274K	Buy	3,272 +176	+6%	+$16K	0.06%	231
2022 Q1	$309K	Hold	3,096	–	–	0.06%	224
2021 Q4	$327K	Hold	3,096	–	–	0.06%	248
2021 Q3	$309K	Hold	3,096	–	–	0.05%	241
2021 Q2	$313K	Hold	3,096	–	–	0.05%	249
2021 Q1	$295K	Buy	3,096 +268	+9%	+$25.2K	0.05%	261
2020 Q4	$256K	Hold	2,828	–	–	0.04%	276
2020 Q3	$226K	Buy	+2,828	New	+$224K	0.04%	278
2020 Q2	–	Sell	-2,505	Closed	-$157K	–	319
2020 Q1	$157K	Buy	+2,505	New	+$186K	0.03%	310
2018 Q1	–	Sell	-3,156	Closed	-$227K	–	362
2017 Q4	$227K	Buy	3,156 +143	+5%	+$10.1K	0.03%	326
2017 Q3	$207K	Buy	+3,013	New	+$203K	0.03%	350

Other funds holding ACWI

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

Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Bank of America

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

Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return