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Makena Capital Management’s iShares MSCI ACWI ETF ACWI Stock Holding History

Makena Capital Management’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
2021
Q1 		– Sell
-93,971
Closed -$8.53M – 44
2020
Q4 		$8.53M Hold
93,971
– – 4.73% 1
2020
Q3 		$7.51M Hold
93,971
– – 4.41% 1
2020
Q2 		$6.93M Hold
93,971
– – 4.23% 1
2020
Q1 		$5.88M Buy
+93,971
New +$6.96M 5.7% 1

Other funds holding ACWI

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $181B AUM 41.77% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
WKKFT
W.K. Kellogg Foundation Trust Battle Creek, Michigan $3.7B AUM 1.51% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

Makena Capital Management's ACWI Position: Q1 2021 in Review

Makena Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2021, closing a stake of 93,971 shares — an estimated $8.53M sold.

Makena Capital Management first reported a position in ACWI in Q1 2020 and held it in 4 quarters. The position peaked at $8.53M in Q4 2020. 504 funds tracked by Wall St. Rank hold ACWI as of Q1 2021.

  • Makena Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2021 after selling out during the quarter.
  • Makena Capital Management sold 93,971 iShares MSCI ACWI ETF shares in Q1 2021, an estimated $8.53M.
  • Makena Capital Management first reported a position in iShares MSCI ACWI ETF in Q1 2020 and held it in 4 quarters.
  • Makena Capital Management's iShares MSCI ACWI ETF position peaked at $8.53M in Q4 2020.
  • 504 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2021.

Based on Makena Capital Management's 13F filing for Q1 2021, filed 12 May 2021.