Beta Wealth Group Inc. Purchases 1,675 Shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Beta Wealth Group Inc. grew its position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) by 2.8% in the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 62,572 shares of the company’s stock after acquiring an additional 1,675 shares during the quarter. iShares MSCI ACWI ex U.S. ETF accounts for about 1.6% of Beta Wealth Group Inc.’s holdings, making the stock its 19th largest position. Beta Wealth Group Inc.’s holdings in iShares MSCI ACWI ex U.S. ETF were worth $3,580,000 at the end of the most recent reporting period.

Other institutional investors also recently modified their holdings of the company. Pegasus Partners Ltd. lifted its holdings in shares of iShares MSCI ACWI ex U.S. ETF by 4.3% during the 3rd quarter. Pegasus Partners Ltd. now owns 10,428 shares of the company’s stock worth $597,000 after acquiring an additional 428 shares during the period. Philip James Wealth Mangement LLC lifted its stake in iShares MSCI ACWI ex U.S. ETF by 1.9% during the third quarter. Philip James Wealth Mangement LLC now owns 269,187 shares of the company’s stock worth $15,403,000 after purchasing an additional 5,118 shares during the period. Winthrop Advisory Group LLC grew its stake in shares of iShares MSCI ACWI ex U.S. ETF by 4,254.4% in the 3rd quarter. Winthrop Advisory Group LLC now owns 348,785 shares of the company’s stock valued at $19,957,000 after purchasing an additional 340,775 shares during the period. Janney Montgomery Scott LLC raised its holdings in shares of iShares MSCI ACWI ex U.S. ETF by 210.6% in the 3rd quarter. Janney Montgomery Scott LLC now owns 134,352 shares of the company’s stock worth $7,688,000 after buying an additional 91,094 shares in the last quarter. Finally, Sage Financial Group Inc. lifted its position in shares of iShares MSCI ACWI ex U.S. ETF by 0.3% during the 3rd quarter. Sage Financial Group Inc. now owns 68,207 shares of the company’s stock worth $3,903,000 after buying an additional 231 shares during the period.

iShares MSCI ACWI ex U.S. ETF Price Performance

Shares of ACWX stock opened at $54.78 on Friday. The stock’s fifty day simple moving average is $55.70 and its 200 day simple moving average is $54.48. iShares MSCI ACWI ex U.S. ETF has a one year low of $46.78 and a one year high of $57.96. The firm has a market cap of $4.60 billion, a price-to-earnings ratio of 14.05 and a beta of 0.82.

iShares MSCI ACWI ex U.S. ETF Company Profile

The iShares MSCI ACWI ex U.S. ETF (ACWX) is an exchange-traded fund that is based on the MSCI AC World ex USA index. The fund tracks the performance of a market-cap-weighted index of international stocks. It captures 85% of the publicly available market, thus excluding small-caps. ACWX was launched on Mar 26, 2008 and is managed by BlackRock.