Bogart Wealth LLC Grows Stock Position in iShares MSCI ACWI ETF $ACWI

Bogart Wealth LLC raised its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 35.1% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 925,215 shares of the company’s stock after acquiring an additional 240,275 shares during the period. iShares MSCI ACWI ETF comprises 5.1% of Bogart Wealth LLC’s holdings, making the stock its 3rd biggest holding. Bogart Wealth LLC owned approximately 0.53% of iShares MSCI ACWI ETF worth $118,983,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently made changes to their positions in the company. Cidel Asset Management Inc. bought a new stake in shares of iShares MSCI ACWI ETF during the second quarter worth about $285,000. Chicago Partners Investment Group LLC grew its holdings in shares of iShares MSCI ACWI ETF by 17.1% during the second quarter. Chicago Partners Investment Group LLC now owns 5,584 shares of the company’s stock worth $736,000 after purchasing an additional 817 shares during the last quarter. Arcus Capital Partners LLC grew its holdings in shares of iShares MSCI ACWI ETF by 3.4% during the second quarter. Arcus Capital Partners LLC now owns 20,040 shares of the company’s stock worth $2,577,000 after purchasing an additional 650 shares during the last quarter. Signature Estate & Investment Advisors LLC bought a new stake in shares of iShares MSCI ACWI ETF during the second quarter worth about $216,000. Finally, Aspiriant LLC grew its holdings in shares of iShares MSCI ACWI ETF by 2.1% during the second quarter. Aspiriant LLC now owns 17,374 shares of the company’s stock worth $2,234,000 after purchasing an additional 350 shares during the last quarter. 61.52% of the stock is currently owned by institutional investors.

iShares MSCI ACWI ETF Trading Up 0.4%

NASDAQ:ACWI opened at $138.63 on Monday. The stock has a market cap of $22.90 billion, a P/E ratio of 20.91 and a beta of 0.93. The stock’s 50-day moving average is $135.91 and its 200-day moving average is $127.47. iShares MSCI ACWI ETF has a 1-year low of $101.25 and a 1-year high of $140.24.

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.