Clarkston Capital Partners’s iShares MSCI ACWI ETF ACWI Stock Holding History

Clarkston Capital Partners’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
2022 Q4	–	Sell	-2,798	Closed	-$218K	–	175
2022 Q3	$218K	Hold	2,798	–	–	﹤0.01%	150
2022 Q2	$235K	Sell	2,798 -860	-24%	-$78.3K	﹤0.01%	158
2022 Q1	$365K	Hold	3,658	–	–	0.01%	145
2021 Q4	$387K	Hold	3,658	–	–	0.01%	126
2021 Q3	$366K	Hold	3,658	–	–	0.01%	116
2021 Q2	$370K	Sell	3,658 -5,687	-61%	-$567K	0.01%	118
2021 Q1	$889K	Hold	9,345	–	–	0.02%	84
2020 Q4	$848K	Buy	9,345 +3,932	+73%	+$336K	0.02%	69
2020 Q3	$433K	Hold	5,413	–	–	0.01%	83
2020 Q2	$399K	Buy	+5,413	New	+$378K	0.01%	81

Other funds holding ACWI

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

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

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

Toronto Dominion Bank

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $51.9B AUM 40.86% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

Bank of America

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

BNP Paribas Financial Markets

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

Capital Group Private Client Services Los Angeles, California $5.93B AUM 27.73% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return