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 $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

CGPCS

Capital Group Private Client Services Los Angeles, California $7.09B AUM 30.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Clarkston Capital Partners's ACWI Position: Q4 2022 in Review

Clarkston Capital Partners sold out of iShares MSCI ACWI ETF (ACWI) in Q4 2022, closing a stake of 2,798 shares — an estimated $218K sold.

Clarkston Capital Partners first reported a position in ACWI in Q2 2020 and held it in 10 quarters. The position peaked at $889K in Q1 2021. 604 funds tracked by Wall St. Rank hold ACWI as of Q4 2022.

Clarkston Capital Partners reported no remaining iShares MSCI ACWI ETF position as of Q4 2022 after selling out during the quarter.
Clarkston Capital Partners sold 2,798 iShares MSCI ACWI ETF shares in Q4 2022, an estimated $218K.
Clarkston Capital Partners first reported a position in iShares MSCI ACWI ETF in Q2 2020 and held it in 10 quarters.
Clarkston Capital Partners's iShares MSCI ACWI ETF position peaked at $889K in Q1 2021.
604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q4 2022.

Based on Clarkston Capital Partners's 13F filing for Q4 2022, filed 13 Feb 2023.