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