iShares MSCI ACWI ETF (NASDAQ:ACWI) is Plan Group Financial LLC’s 3rd Largest Position

Plan Group Financial LLC grew its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 3.4% in the 3rd quarter, HoldingsChannel reports. The institutional investor owned 79,820 shares of the company’s stock after acquiring an additional 2,603 shares during the period. iShares MSCI ACWI ETF accounts for approximately 5.0% of Plan Group Financial LLC’s investment portfolio, making the stock its 3rd biggest holding. Plan Group Financial LLC’s holdings in iShares MSCI ACWI ETF were worth $9,542,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also bought and sold shares of ACWI. Atlas Capital Advisors LLC lifted its holdings in iShares MSCI ACWI ETF by 38.8% in the 1st quarter. Atlas Capital Advisors LLC now owns 7,574 shares of the company’s stock worth $834,000 after buying an additional 2,118 shares during the period. Sandbox Financial Partners LLC lifted its holdings in iShares MSCI ACWI ETF by 0.9% in the 1st quarter. Sandbox Financial Partners LLC now owns 41,218 shares of the company’s stock worth $4,539,000 after buying an additional 380 shares during the period. Atwater Malick LLC raised its position in shares of iShares MSCI ACWI ETF by 5.9% in the 1st quarter. Atwater Malick LLC now owns 42,221 shares of the company’s stock worth $4,650,000 after acquiring an additional 2,345 shares in the last quarter. SteelPeak Wealth LLC raised its position in shares of iShares MSCI ACWI ETF by 431.3% in the 1st quarter. SteelPeak Wealth LLC now owns 42,385 shares of the company’s stock worth $4,668,000 after acquiring an additional 34,408 shares in the last quarter. Finally, Sivia Capital Partners LLC bought a new position in shares of iShares MSCI ACWI ETF in the 1st quarter worth approximately $428,000. Hedge funds and other institutional investors own 61.52% of the company’s stock.

iShares MSCI ACWI ETF Stock Performance

Shares of NASDAQ:ACWI opened at $119.81 on Wednesday. iShares MSCI ACWI ETF has a 52-week low of $88.33 and a 52-week high of $120.93. The firm has a market capitalization of $19.43 billion, a P/E ratio of 19.74 and a beta of 0.93. The stock has a 50 day moving average price of $117.28 and a 200-day moving average price of $113.25.

iShares MSCI ACWI ETF Company Profile

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.