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 $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return

MKP Capital Management New York $3.04B AUM 20.46% 1-Year Est. Return

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

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

Oversea-Chinese Banking Corp (OCBC) Singapore $3.4B AUM 28.52% 1-Year Est. Return

Bank of Nova Scotia

Bank of Nova Scotia Toronto, Ontario, Canada $57.1B AUM 35.3% 1-Year Est. Return

P/E Global LLC Boston, Massachusetts $1.27B AUM 11.98% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return