Mayo Clinic’s iShares MSCI ACWI ETF ACWI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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% | -$10.6M | 31.11% | 2 |
|
2023
Q4 | $11.6M | Sell |
113,737
-365,199
| -76% | -$37.2M | 71.49% | 1 |
|
2023
Q3 | $44.2M | Sell |
478,936
-354,936
| -43% | -$32.8M | 85.23% | 1 |
|
2023
Q2 | $80M | Sell |
833,872
-312,524
| -27% | -$30M | 82.12% | 1 |
|
2023
Q1 | $105M | Sell |
1,146,396
-846,329
| -42% | -$77.2M | 85.77% | 1 |
|
2022
Q4 | $169M | Buy |
+1,992,725
| New | +$169M | 89.58% | 1 |
|