Lee Financial Co Has $4.76 Million Stock Position in iShares MSCI ACWI ETF (NASDAQ:ACWI)

Lee Financial Co cut its holdings in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) by 0.4% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 40,484 shares of the company’s stock after selling 162 shares during the period. iShares MSCI ACWI ETF accounts for approximately 0.7% of Lee Financial Co’s holdings, making the stock its 20th biggest holding. Lee Financial Co’s holdings in iShares MSCI ACWI ETF were worth $4,757,000 at the end of the most recent quarter.

Several other hedge funds also recently modified their holdings of the business. Janney Montgomery Scott LLC grew its stake in shares of iShares MSCI ACWI ETF by 4.2% during the third quarter. Janney Montgomery Scott LLC now owns 12,087 shares of the company’s stock worth $1,445,000 after purchasing an additional 485 shares during the period. JPMorgan Chase & Co. boosted its holdings in iShares MSCI ACWI ETF by 12.9% during the third quarter. JPMorgan Chase & Co. now owns 926,523 shares of the company’s stock worth $110,766,000 after buying an additional 105,951 shares during the last quarter. Oppenheimer & Co. Inc. acquired a new position in shares of iShares MSCI ACWI ETF during the 3rd quarter worth about $351,000. Bleakley Financial Group LLC increased its stake in shares of iShares MSCI ACWI ETF by 2.7% in the 4th quarter. Bleakley Financial Group LLC now owns 19,302 shares of the company’s stock valued at $2,268,000 after acquiring an additional 511 shares during the last quarter. Finally, AA Financial Advisors LLC raised its position in shares of iShares MSCI ACWI ETF by 52.0% in the 3rd quarter. AA Financial Advisors LLC now owns 3,456 shares of the company’s stock valued at $413,000 after acquiring an additional 1,182 shares during the period. Institutional investors own 61.52% of the company’s stock.

iShares MSCI ACWI ETF Price Performance

iShares MSCI ACWI ETF stock opened at $123.62 on Friday. iShares MSCI ACWI ETF has a fifty-two week low of $104.29 and a fifty-two week high of $124.02. The firm has a market capitalization of $19.98 billion, a price-to-earnings ratio of 19.74 and a beta of 0.93. The company’s 50 day simple moving average is $120.15 and its 200 day simple moving average is $118.47.

iShares MSCI ACWI ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were given a $1.0662 dividend. The ex-dividend date was Tuesday, December 17th.

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.