iShares MSCI ACWI ETF (NASDAQ:ACWI) Shares Acquired by Oxford Financial Group LTD. LLC

Oxford Financial Group LTD. LLC lifted its position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) by 2.8% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 236,967 shares of the company’s stock after acquiring an additional 6,465 shares during the period. iShares MSCI ACWI ETF comprises approximately 1.8% of Oxford Financial Group LTD. LLC’s holdings, making the stock its 12th largest holding. Oxford Financial Group LTD. LLC owned about 0.15% of iShares MSCI ACWI ETF worth $27,844,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also made changes to their positions in the company. Synergy Investment Management LLC acquired a new stake in iShares MSCI ACWI ETF in the fourth quarter worth $35,000. Pacifica Partners Inc. acquired a new stake in iShares MSCI ACWI ETF in the fourth quarter worth $40,000. Centerpoint Advisors LLC acquired a new stake in iShares MSCI ACWI ETF in the fourth quarter worth $54,000. Rialto Wealth Management LLC acquired a new stake in iShares MSCI ACWI ETF in the fourth quarter worth $59,000. Finally, Avior Wealth Management LLC increased its position in iShares MSCI ACWI ETF by 405.0% in the fourth quarter. Avior Wealth Management LLC now owns 601 shares of the company’s stock worth $71,000 after buying an additional 482 shares during the period. 61.52% of the stock is owned by institutional investors and hedge funds.

iShares MSCI ACWI ETF Price Performance

Shares of NASDAQ ACWI opened at $118.23 on Friday. iShares MSCI ACWI ETF has a 1-year low of $104.29 and a 1-year high of $124.15. The business’s fifty day moving average price is $120.27 and its two-hundred day moving average price is $119.50. The firm has a market capitalization of $19.11 billion, a PE ratio of 21.22 and a beta of 0.93.

About iShares MSCI ACWI ETF

The iShares MSCI ACWI ETF (ACWI) is an exchange-traded fund that is based on the MSCI AC World index. The fund tracks a market cap-weighted index of large- and mid-cap global stocks, covering 85% of the developed and emerging markets capitalization. ACWI was launched on Mar 26, 2008 and is managed by BlackRock.