iShares MSCI World ETF (NYSEARCA:URTH) Shares Purchased by Investments & Financial Planning LLC

Investments & Financial Planning LLC boosted its holdings in iShares MSCI World ETF (NYSEARCA:URTHFree Report) by 2.9% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,854 shares of the company’s stock after purchasing an additional 1,285 shares during the quarter. iShares MSCI World ETF makes up about 4.6% of Investments & Financial Planning LLC’s investment portfolio, making the stock its 7th largest holding. Investments & Financial Planning LLC owned about 0.19% of iShares MSCI World ETF worth $6,645,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in URTH. Schroder Investment Management Group lifted its stake in iShares MSCI World ETF by 40.9% in the third quarter. Schroder Investment Management Group now owns 62,012 shares of the company’s stock valued at $7,452,000 after buying an additional 17,989 shares during the last quarter. EP Wealth Advisors LLC bought a new stake in iShares MSCI World ETF in the third quarter valued at $104,000. Arlington Financial Advisors LLC lifted its stake in iShares MSCI World ETF by 135.9% in the fourth quarter. Arlington Financial Advisors LLC now owns 9,525 shares of the company’s stock valued at $1,267,000 after buying an additional 5,487 shares during the last quarter. Compagnie Lombard Odier SCmA raised its stake in shares of iShares MSCI World ETF by 59.1% during the fourth quarter. Compagnie Lombard Odier SCmA now owns 11,045 shares of the company’s stock valued at $1,469,000 after purchasing an additional 4,105 shares in the last quarter. Finally, Raymond James Financial Services Advisors Inc. raised its stake in shares of iShares MSCI World ETF by 118.8% during the fourth quarter. Raymond James Financial Services Advisors Inc. now owns 114,295 shares of the company’s stock valued at $15,204,000 after purchasing an additional 62,058 shares in the last quarter.

iShares MSCI World ETF Price Performance

Shares of NYSEARCA URTH traded up $1.58 during midday trading on Wednesday, reaching $152.01. 96,286 shares of the company traded hands, compared to its average volume of 207,630. iShares MSCI World ETF has a 52 week low of $114.70 and a 52 week high of $152.02. The stock has a 50-day moving average price of $146.65 and a 200 day moving average price of $141.27. The company has a market cap of $3.59 billion, a price-to-earnings ratio of 21.13 and a beta of 0.96.

iShares MSCI World ETF Company Profile

(Free Report)

The iShares MSCI World ETF (URTH) is an exchange-traded fund that is based on the MSCI World index, a market-cap-weighted index of stocks that cover 85% of the developed world’s market capitalization. URTH was launched on Jan 10, 2012 and is managed by BlackRock.

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Institutional Ownership by Quarter for iShares MSCI World ETF (NYSEARCA:URTH)

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