MC
ACWI icon

Mayo Clinic’s iShares MSCI ACWI ETF ACWI Stock Holding History

Mayo Clinic’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
Q3 		$2.08M Hold
17,359
– – 71.52% 1
2024
Q2 		$1.95M Hold
17,359
– – 64.41% 1
2024
Q1 		$1.91M Sell
17,359
-96,378
-85% -$10.1M 31.11% 2
2023
Q4 		$11.6M Sell
113,737
-365,199
-76% -$34.9M 71.49% 1
2023
Q3 		$44.2M Sell
478,936
-354,936
-43% -$34.1M 85.23% 1
2023
Q2 		$80M Sell
833,872
-312,524
-27% -$29M 82.12% 1
2023
Q1 		$105M Sell
1,146,396
-846,329
-42% -$75.5M 85.77% 1
2022
Q4 		$169M Buy
+1,992,725
New +$168M 89.58% 1

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHU
Johns Hopkins University Baltimore, Maryland $1.38B AUM 9.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MCM
MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
PEGL
P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
OCBCO
Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $4.46B AUM 22.86% 1-Year Est. Return