EP Wealth Advisors LLC Has $3.28 Million Stock Position in iShares MSCI ACWI ETF (NASDAQ:ACWI)

EP Wealth Advisors LLC cut its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 1.5% during the 2nd quarter, HoldingsChannel reports. The fund owned 29,160 shares of the company’s stock after selling 434 shares during the quarter. EP Wealth Advisors LLC’s holdings in iShares MSCI ACWI ETF were worth $3,278,000 as of its most recent filing with the SEC.

Other hedge funds have also bought and sold shares of the company. Raymond James Financial Services Advisors Inc. grew its position in shares of iShares MSCI ACWI ETF by 12.2% during the 2nd quarter. Raymond James Financial Services Advisors Inc. now owns 165,518 shares of the company’s stock worth $18,604,000 after purchasing an additional 17,937 shares in the last quarter. Choate Investment Advisors increased its stake in iShares MSCI ACWI ETF by 19.6% during the 1st quarter. Choate Investment Advisors now owns 10,058 shares of the company’s stock worth $1,108,000 after acquiring an additional 1,650 shares during the period. Franklin Resources Inc. raised its holdings in iShares MSCI ACWI ETF by 8.6% in the 4th quarter. Franklin Resources Inc. now owns 22,975 shares of the company’s stock valued at $2,338,000 after acquiring an additional 1,812 shares in the last quarter. Joseph Group Capital Management lifted its position in shares of iShares MSCI ACWI ETF by 324.6% during the 4th quarter. Joseph Group Capital Management now owns 293 shares of the company’s stock valued at $30,000 after acquiring an additional 224 shares during the period. Finally, CIBC Private Wealth Group LLC grew its holdings in shares of iShares MSCI ACWI ETF by 0.9% during the 4th quarter. CIBC Private Wealth Group LLC now owns 12,203 shares of the company’s stock worth $1,242,000 after purchasing an additional 113 shares in the last quarter. 61.52% of the stock is owned by institutional investors.

iShares MSCI ACWI ETF Stock Down 0.0 %

ACWI stock opened at $119.55 on Tuesday. iShares MSCI ACWI ETF has a 52 week low of $88.33 and a 52 week high of $120.24. The business has a 50-day simple moving average of $114.48 and a 200 day simple moving average of $112.01. The company has a market cap of $19.13 billion, a PE ratio of 19.74 and a beta of 0.93.

iShares MSCI ACWI ETF 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.