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

Shelton 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
2024 Q1	–	Sell	-2,860	Closed	-$291K	–	741
2023 Q4	$291K	Hold	2,860	–	–	0.01%	521
2023 Q3	$264K	Hold	2,860	–	–	0.01%	530
2023 Q2	$274K	Hold	2,860	–	–	0.01%	542
2023 Q1	$261K	Hold	2,860	–	–	0.01%	546
2022 Q4	$243K	Hold	2,860	–	–	0.03%	544
2022 Q3	$223K	Hold	2,860	–	–	0.01%	581
2022 Q2	$240K	Buy	+2,860	New	+$260K	0.01%	586
2016 Q4	–	Sell	-4,070	Closed	-$241K	–	864
2016 Q3	$241K	Hold	4,070	–	–	0.02%	657
2016 Q2	$229K	Hold	4,070	–	–	0.02%	662
2016 Q1	$228K	Buy	+4,070	New	+$216K	0.02%	662

Other funds holding ACWI

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

MCM

MKP Capital Management New York $3.7B AUM 23.18% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OCBCO

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

Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return

PEGL

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

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

Shelton Capital Management's ACWI Position: Q1 2024 in Review

Shelton Capital Management sold out of iShares MSCI ACWI ETF (ACWI) in Q1 2024, closing a stake of 2,860 shares — an estimated $291K sold.

Shelton Capital Management first reported a position in ACWI in Q1 2016 and held it in 10 quarters. The position peaked at $291K in Q4 2023. 659 funds tracked by Wall St. Rank hold ACWI as of Q1 2024.

Shelton Capital Management reported no remaining iShares MSCI ACWI ETF position as of Q1 2024 after selling out during the quarter.
Shelton Capital Management sold 2,860 iShares MSCI ACWI ETF shares in Q1 2024, an estimated $291K.
Shelton Capital Management first reported a position in iShares MSCI ACWI ETF in Q1 2016 and held it in 10 quarters.
Shelton Capital Management's iShares MSCI ACWI ETF position peaked at $291K in Q4 2023.
659 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q1 2024.

Based on Shelton Capital Management's 13F filing for Q1 2024, filed 15 May 2024.