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Sarah Ketterer’s iShares MSCI ACWI ETF ACWI Stock Holding History

Sarah Ketterer’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
2026
Q2 		$1.21M Sell
7,691
-7,730
-50% -$1.18M 0.01% 97
2026
Q1 		$2.13M Buy
15,421
+4,486
+41% +$645K 0.03% 83
2025
Q4 		$1.55M Buy
10,935
+1,508
+16% +$212K 0.02% 87
2025
Q3 		$1.3M Buy
9,427
+967
+11% +$128K 0.02% 88
2025
Q2 		$1.09M Sell
8,460
-3,144
-27% -$377K 0.02% 87
2025
Q1 		$1.35M Sell
11,604
-11,444
-50% -$1.37M 0.03% 81
2024
Q4 		$2.71M Buy
23,048
+5,165
+29% +$620K 0.06% 80
2024
Q3 		$2.14M Buy
17,883
+7,708
+76% +$883K 0.05% 81
2024
Q2 		$1.14M Buy
10,175
+2,595
+34% +$285K 0.03% 79
2024
Q1 		$835K Sell
7,580
-4,767
-39% -$501K 0.02% 78
2023
Q4 		$1.26M Buy
12,347
+1,615
+15% +$155K 0.03% 86
2023
Q3 		$991K Buy
+10,732
New +$1.03M 0.03% 87
2023
Q2 		– Sell
-10,057
Closed -$917K – 82
2023
Q1 		$917K Buy
+10,057
New +$897K 0.02% 77
2022
Q4 		– Sell
-9,549
Closed -$743K – 84
2022
Q3 		$743K Sell
9,549
-3,842
-29% -$332K 0.02% 80
2022
Q2 		$1.12M Buy
+13,391
New +$1.22M 0.03% 75

Other funds holding ACWI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ST
Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
RCWVOTCITCONY
Rector, Church-Wardens & Vestrymen of Trinity Church in the city of New-York New York $435M AUM 15.06% 1-Year Est. Return
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

Sarah Ketterer's ACWI Position: Q2 2026 in Review

Sarah Ketterer reduced its iShares MSCI ACWI ETF (ACWI) stake by 50% in Q2 2026, selling an estimated $1.18M and leaving 7,691 shares worth $1.21M. The position accounts for 0.01% of the portfolio, ranked #97.

Sarah Ketterer first reported a position in ACWI in Q2 2022 and has held it in 15 quarters since. The position peaked at $2.71M in Q4 2024. 841 funds tracked by Wall St. Rank hold ACWI as of Q2 2026.

  • Sarah Ketterer held 7,691 shares of iShares MSCI ACWI ETF worth $1.21M as of Q2 2026.
  • Sarah Ketterer sold 7,730 iShares MSCI ACWI ETF shares in Q2 2026, an estimated $1.18M.
  • iShares MSCI ACWI ETF made up 0.01% of Sarah Ketterer's portfolio in Q2 2026, its #97 holding.
  • Sarah Ketterer first reported a position in iShares MSCI ACWI ETF in Q2 2022 and has held it in 15 quarters since.
  • Sarah Ketterer's iShares MSCI ACWI ETF position peaked at $2.71M in Q4 2024.
  • 841 funds tracked by Wall St. Rank held iShares MSCI ACWI ETF as of Q2 2026.

Based on Causeway Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.