Sarah Ketterer’s iShares MSCI EAFE ETF EFA Stock Holding History

Sarah Ketterer’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.16M	Sell	20,761 -17,000	-45%	-$1.75M	0.02%	91
2026 Q1	$3.67M	Sell	37,761 -45,243	-55%	-$4.53M	0.05%	80
2025 Q4	$7.97M	Sell	83,004 -4,876,663	-98%	-$463M	0.11%	80
2025 Q3	$463M	Buy	4,959,667 +4,952,603	+70,110%	+$450M	6.12%	5
2025 Q2	$631K	Buy	7,064 +623	+10%	+$53.2K	0.01%	88
2025 Q1	$526K	Sell	6,441 -46,583	-88%	-$3.75M	0.01%	82
2024 Q4	$4.01M	Sell	53,024 -1,246,009	-96%	-$98.7M	0.09%	77
2024 Q3	$109M	Buy	1,299,033 +1,289,551	+13,600%	+$104M	2.67%	5
2024 Q2	$743K	Buy	9,482 +2,243	+31%	+$178K	0.02%	80
2024 Q1	$578K	Buy	+7,239	New	+$554K	0.02%	80
2023 Q4	–	Sell	-4,789,941	Closed	-$330M	–	93
2023 Q3	$330M	Buy	+4,789,941	New	+$343M	8.71%	2
2023 Q1	–	Sell	-19,596	Closed	-$1.29M	–	84
2022 Q4	$1.29M	Sell	19,596 -4,249,856	-100%	-$266M	0.04%	77
2022 Q3	$239M	Buy	4,269,452 +4,248,458	+20,237%	+$265M	6.7%	3
2022 Q2	$1.31M	Sell	20,994 -47,606	-69%	-$3.24M	0.03%	73
2022 Q1	$5.05M	Buy	+68,600	New	+$5.13M	0.12%	60

Other funds holding EFA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

NMIMC

Northwestern Mutual Investment Management Company Milwaukee, Wisconsin $8.53B AUM 25.12% 1-Year Est. Return

Sarah Ketterer's EFA Position: Q2 2026 in Review

Sarah Ketterer reduced its iShares MSCI EAFE ETF (EFA) stake by 45% in Q2 2026, selling an estimated $1.75M and leaving 20,761 shares worth $2.16M. The position accounts for 0.02% of the portfolio, ranked #91.

Sarah Ketterer first reported a position in EFA in Q1 2022 and has held it in 15 quarters since. The position peaked at $463M in Q3 2025. 2,259 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Sarah Ketterer held 20,761 shares of iShares MSCI EAFE ETF worth $2.16M as of Q2 2026.
Sarah Ketterer sold 17,000 iShares MSCI EAFE ETF shares in Q2 2026, an estimated $1.75M.
iShares MSCI EAFE ETF made up 0.02% of Sarah Ketterer's portfolio in Q2 2026, its #91 holding.
Sarah Ketterer first reported a position in iShares MSCI EAFE ETF in Q1 2022 and has held it in 15 quarters since.
Sarah Ketterer's iShares MSCI EAFE ETF position peaked at $463M in Q3 2025.
2,259 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

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