Kathryn A. Hall’s iShares MSCI ACWI ETF ACWI Stock Holding History

Kathryn A. Hall’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
2023 Q3	–	Sell	-6,780	Closed	-$650K	–	51
2023 Q2	$650K	Hold	6,780	–	–	0.21%	41
2023 Q1	$618K	Hold	6,780	–	–	0.18%	49
2022 Q4	$575K	Hold	6,780	–	–	0.24%	41
2022 Q3	$528K	Hold	6,780	–	–	0.22%	43
2022 Q2	$569K	Hold	6,780	–	–	0.21%	43
2022 Q1	$677K	Hold	6,780	–	–	0.2%	44
2021 Q4	$717K	Hold	6,780	–	–	0.17%	45
2021 Q3	$677K	Hold	6,780	–	–	0.2%	44
2021 Q2	$686K	Hold	6,780	–	–	0.22%	45
2021 Q1	$645K	Hold	6,780	–	–	0.21%	46
2020 Q4	$615K	Hold	6,780	–	–	0.21%	47
2020 Q3	$542K	Hold	6,780	–	–	0.26%	37
2020 Q2	$500K	Hold	6,780	–	–	0.29%	32
2020 Q1	$424K	Hold	6,780	–	–	0.35%	32
2019 Q4	$537K	Hold	6,780	–	–	0.33%	29
2019 Q3	$500K	Sell	6,780 -670	-9%	-$49.1K	0.41%	29
2019 Q2	$549K	Hold	7,450	–	–	0.44%	25
2019 Q1	$538K	Hold	7,450	–	–	0.36%	23
2018 Q4	$477K	Sell	7,450 -350	-4%	-$24K	0.47%	6
2018 Q3	$579K	Hold	7,800	–	–	0.49%	5
2018 Q2	$555K	Hold	7,800	–	–	0.43%	5
2018 Q1	$559K	Hold	7,800	–	–	0.44%	6
2017 Q4	$562K	Sell	7,800 -5,600	-42%	-$396K	0.46%	4
2017 Q3	$922K	Sell	13,400 -1,500	-10%	-$101K	0.89%	3
2017 Q2	$976K	Hold	14,900	–	–	1.23%	3
2017 Q1	$943K	Hold	14,900	–	–	1.09%	3
2016 Q4	$882K	Buy	14,900 +7,170	+93%	+$421K	1.05%	4
2016 Q3	$457K	Hold	7,730	–	–	0.6%	2
2016 Q2	$435K	Hold	7,730	–	–	0.57%	3
2016 Q1	$433K	Hold	7,730	–	–	0.42%	3
2015 Q4	$431K	Hold	7,730	–	–	0.4%	5
2015 Q3	$417K	Hold	7,730	–	–	0.41%	5
2015 Q2	$460K	Hold	7,730	–	–	0.24%	12
2015 Q1	$464K	Hold	7,730	–	–	0.16%	18
2014 Q4	$452K	Hold	7,730	–	–	0.13%	21
2014 Q3	$471K	Hold	7,730	–	–	0.12%	12
2014 Q2	$464K	Hold	7,730	–	–	0.08%	59
2014 Q1	$447K	Hold	7,730	–	–	0.16%	9
2013 Q4	$445K	Hold	7,730	–	–	0.17%	10
2013 Q3	$417K	Buy	+7,730	New	+$407K	0.16%	11

Other funds holding ACWI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MCM

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

Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $69.7B AUM 40.86% 1-Year Est. Return

National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

Hudson Bay Capital Management Stamford, Connecticut $29B AUM 30.2% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Kathryn A. Hall's ACWI Position: Q3 2023 in Review

Kathryn A. Hall sold out of iShares MSCI ACWI ETF (ACWI) in Q3 2023, closing a stake of 6,780 shares — an estimated $650K sold.

Kathryn A. Hall first reported a position in ACWI in Q3 2013 and held it in 40 quarters. The position peaked at $976K in Q2 2017. 604 funds tracked by Wall St. Rank hold ACWI as of Q3 2023.

Kathryn A. Hall reported no remaining iShares MSCI ACWI ETF position as of Q3 2023 after selling out during the quarter.
Kathryn A. Hall sold 6,780 iShares MSCI ACWI ETF shares in Q3 2023, an estimated $650K.
Kathryn A. Hall first reported a position in iShares MSCI ACWI ETF in Q3 2013 and held it in 40 quarters.
Kathryn A. Hall's iShares MSCI ACWI ETF position peaked at $976K in Q2 2017.
604 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q3 2023.

Based on Kathryn A. Hall's 13F filing for Q3 2023, filed 14 Nov 2023.