Amplius Wealth Advisors LLC Boosts Stake in iShares MSCI ACWI ETF $ACWI

Amplius Wealth Advisors LLC increased its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) by 6.4% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund owned 86,438 shares of the company’s stock after acquiring an additional 5,230 shares during the quarter. iShares MSCI ACWI ETF comprises 1.0% of Amplius Wealth Advisors LLC’s investment portfolio, making the stock its 21st biggest position. Amplius Wealth Advisors LLC’s holdings in iShares MSCI ACWI ETF were worth $12,230,000 as of its most recent SEC filing.

Other large investors also recently bought and sold shares of the company. Quent Capital LLC acquired a new position in iShares MSCI ACWI ETF during the third quarter worth $25,000. Triumph Capital Management purchased a new position in shares of iShares MSCI ACWI ETF during the 3rd quarter worth $27,000. Sagard Holdings Management Inc. purchased a new position in shares of iShares MSCI ACWI ETF during the 2nd quarter worth $32,000. Westfuller Advisors LLC acquired a new position in shares of iShares MSCI ACWI ETF during the 3rd quarter valued at about $40,000. Finally, Atlantic Union Bankshares Corp boosted its position in shares of iShares MSCI ACWI ETF by 1,025.0% during the 3rd quarter. Atlantic Union Bankshares Corp now owns 675 shares of the company’s stock valued at $93,000 after acquiring an additional 615 shares during the last quarter. Hedge funds and other institutional investors own 61.52% of the company’s stock.

iShares MSCI ACWI ETF Trading Down 0.6%

Shares of ACWI opened at $138.04 on Wednesday. iShares MSCI ACWI ETF has a 12-month low of $101.25 and a 12-month high of $148.75. The firm has a market capitalization of $25.54 billion, a P/E ratio of 20.91 and a beta of 0.93. The firm has a 50-day moving average price of $144.47 and a 200 day moving average price of $141.63.

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.