iShares MSCI ACWI ex U.S. ETF $ACWX Shares Acquired by WealthPLAN Partners LLC

WealthPLAN Partners LLC boosted its stake in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) by 103.1% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 74,775 shares of the company’s stock after purchasing an additional 37,961 shares during the period. iShares MSCI ACWI ex U.S. ETF accounts for about 1.0% of WealthPLAN Partners LLC’s investment portfolio, making the stock its 27th biggest holding. WealthPLAN Partners LLC’s holdings in iShares MSCI ACWI ex U.S. ETF were worth $5,654,000 as of its most recent filing with the SEC.

A number of other institutional investors and hedge funds also recently made changes to their positions in ACWX. Ferguson Wellman Capital Management Inc. acquired a new stake in iShares MSCI ACWI ex U.S. ETF during the 1st quarter worth approximately $376,668,000. Koss Olinger Consulting LLC acquired a new stake in shares of iShares MSCI ACWI ex U.S. ETF during the 1st quarter worth $81,777,000. Tompkins Financial Corp acquired a new stake in shares of iShares MSCI ACWI ex U.S. ETF during the 3rd quarter worth $78,405,000. Calamos Advisors LLC increased its position in shares of iShares MSCI ACWI ex U.S. ETF by 2,877.2% in the first quarter. Calamos Advisors LLC now owns 1,071,798 shares of the company’s stock worth $73,386,000 after purchasing an additional 1,035,798 shares during the period. Finally, Physician Wealth Advisors Inc. bought a new position in shares of iShares MSCI ACWI ex U.S. ETF in the first quarter worth $33,679,000.

iShares MSCI ACWI ex U.S. ETF Stock Performance

Shares of iShares MSCI ACWI ex U.S. ETF stock traded up $0.17 on Thursday, reaching $74.50. 1,080,130 shares of the stock were exchanged, compared to its average volume of 2,847,623. iShares MSCI ACWI ex U.S. ETF has a one year low of $64.01 and a one year high of $78.78. The firm has a market cap of $17.45 billion, a PE ratio of 16.03 and a beta of 0.78. The firm’s 50 day moving average is $76.86 and its 200-day moving average is $75.22.

iShares MSCI ACWI ex U.S. ETF Company Profile

The iShares MSCI ACWI ex U.S. ETF (ACWX) is an exchange-traded fund that is based on the MSCI AC World ex USA index. The fund tracks the performance of a market-cap-weighted index of international stocks. It captures 85% of the publicly available market, thus excluding small-caps. ACWX was launched on Mar 26, 2008 and is managed by BlackRock.