Sarah Ketterer's ACWI Position Overview
Sarah Ketterer (via Causeway Capital Management LLC) currently holds 9,427 shares of iShares MSCI ACWI ETF (ACWI) worth $1.3 M, representing 0.02% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Sarah Ketterer has maintained a strategic position in ACWI, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2024, adding 7,708 shares. Largest reduction occurred in Q1 2025, reducing 11,444 shares.
Analysis based on 13F filings available since 2013 Q2
Sarah Ketterer's iShares MSCI ACWI ETF (ACWI) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI ACWI ETF (ACWI) Trades by Sarah Ketterer
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +13,391 | New Buy | 13,391 | $83.86 |
| Q3 2022 | -3,842 | Reduce 28.69% | 9,549 | $77.81 |
| Q4 2022 | -9,549 | Sold Out | 9,549 | $0.00 |
| Q1 2023 | +10,057 | New Buy | 10,057 | $91.16 |
| Q2 2023 | -10,057 | Sold Out | 10,057 | $0.00 |
| Q3 2023 | +10,732 | New Buy | 10,732 | $92.37 |
| Q4 2023 | +1,615 | Add 15.05% | 12,347 | $101.77 |
| Q1 2024 | -4,767 | Reduce 38.61% | 7,580 | $110.14 |
| Q2 2024 | +2,595 | Add 34.23% | 10,175 | $112.39 |
| Q3 2024 | +7,708 | Add 75.75% | 17,883 | $119.55 |
| Q4 2024 | +5,165 | Add 28.88% | 23,048 | $117.50 |
| Q1 2025 | -11,444 | Reduce 49.65% | 11,604 | $116.39 |
| Q2 2025 | -3,144 | Reduce 27.09% | 8,460 | $128.61 |
| Q3 2025 | +967 | Add 11.43% | 9,427 | $138.24 |
Sarah Ketterer's iShares MSCI ACWI ETF Investment FAQs
Sarah Ketterer first purchased iShares MSCI ACWI ETF (ACWI) in Q2 2022, acquiring 13,391 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer has held iShares MSCI ACWI ETF (ACWI) for 14 quarters since Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's largest addition to iShares MSCI ACWI ETF (ACWI) was in Q2 2022, adding 13,391 shares worth $1.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Sarah Ketterer's firm, Causeway Capital Management LLC, owns 9,427 shares of iShares MSCI ACWI ETF (ACWI), valued at approximately $1.3 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, iShares MSCI ACWI ETF (ACWI) represents approximately 0.02% of Sarah Ketterer's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Sarah Ketterer's peak holding in iShares MSCI ACWI ETF (ACWI) was 23,048 shares, as reported at the end of Q4 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.