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

JHU

Johns Hopkins University Baltimore, Maryland $1.5B AUM 13.39% 1-Year Est. Return

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

MCM

MKP Capital Management New York $3.7B AUM 23.18% 1-Year Est. Return

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

PEGL

P/E Global LLC Boston, Massachusetts $1.56B AUM 17.86% 1-Year Est. Return

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

OCBCO

Oversea-Chinese Banking Corp (OCBC) Singapore $4.66B AUM 47.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return

Mayo Clinic's ACWI Position: Q3 2024 in Review

Mayo Clinic held its iShares MSCI ACWI ETF (ACWI) position steady in Q3 2024 at 17,359 shares worth $2.08M. The position accounts for 71.52% of the portfolio, ranked #1.

Mayo Clinic first reported a position in ACWI in Q4 2022 and has held it in 8 quarters since. The position peaked at $169M in Q4 2022. 672 funds tracked by Wall St. Rank hold ACWI as of Q3 2024.

Mayo Clinic held 17,359 shares of iShares MSCI ACWI ETF worth $2.08M as of Q3 2024.
Mayo Clinic left its iShares MSCI ACWI ETF share count unchanged in Q3 2024.
iShares MSCI ACWI ETF made up 71.52% of Mayo Clinic's portfolio in Q3 2024, its #1 holding.
Mayo Clinic first reported a position in iShares MSCI ACWI ETF in Q4 2022 and has held it in 8 quarters since.
Mayo Clinic's iShares MSCI ACWI ETF position peaked at $169M in Q4 2022.
672 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2024.

Based on Mayo Clinic's 13F filing for Q3 2024, filed 12 Nov 2024.