Amplius Wealth Advisors LLC Has $7.68 Million Stock Holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI)

Amplius Wealth Advisors LLC trimmed its position in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 2.6% during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 64,248 shares of the company’s stock after selling 1,733 shares during the quarter. iShares MSCI ACWI ETF accounts for 0.8% of Amplius Wealth Advisors LLC’s holdings, making the stock its 28th largest holding. Amplius Wealth Advisors LLC’s holdings in iShares MSCI ACWI ETF were worth $7,681,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in ACWI. Continuum Advisory LLC acquired a new stake in shares of iShares MSCI ACWI ETF in the 2nd quarter valued at approximately $28,000. Ashton Thomas Private Wealth LLC bought a new position in iShares MSCI ACWI ETF in the 2nd quarter valued at approximately $39,000. Quent Capital LLC boosted its position in iShares MSCI ACWI ETF by 2,148.4% in the first quarter. Quent Capital LLC now owns 697 shares of the company’s stock valued at $77,000 after buying an additional 666 shares in the last quarter. IAG Wealth Partners LLC bought a new stake in shares of iShares MSCI ACWI ETF during the second quarter worth $88,000. Finally, Lynx Investment Advisory acquired a new position in shares of iShares MSCI ACWI ETF during the second quarter worth $98,000. 61.52% of the stock is currently owned by institutional investors and hedge funds.

iShares MSCI ACWI ETF Stock Performance

Shares of ACWI opened at $120.00 on Thursday. The stock has a market capitalization of $19.46 billion, a price-to-earnings ratio of 19.74 and a beta of 0.93. iShares MSCI ACWI ETF has a 52 week low of $88.33 and a 52 week high of $120.93. The stock has a fifty day moving average of $116.54 and a 200-day moving average of $112.91.

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.