Portus Wealth Advisors LLC Invests $15.66 Million in iShares MSCI ACWI ETF $ACWI

Portus Wealth Advisors LLC acquired a new stake in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) during the third quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 113,287 shares of the company’s stock, valued at approximately $15,661,000. iShares MSCI ACWI ETF makes up about 15.6% of Portus Wealth Advisors LLC’s investment portfolio, making the stock its largest position. Portus Wealth Advisors LLC owned about 0.07% of iShares MSCI ACWI ETF at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Centaurus Financial Inc. boosted its stake in shares of iShares MSCI ACWI ETF by 1.5% during the 3rd quarter. Centaurus Financial Inc. now owns 130,394 shares of the company’s stock valued at $18,026,000 after buying an additional 1,956 shares during the period. Captrust Financial Advisors grew its holdings in shares of iShares MSCI ACWI ETF by 6.9% during the 3rd quarter. Captrust Financial Advisors now owns 111,525 shares of the company’s stock valued at $15,417,000 after acquiring an additional 7,209 shares in the last quarter. Advisory Services Network LLC increased its stake in shares of iShares MSCI ACWI ETF by 4.3% in the third quarter. Advisory Services Network LLC now owns 7,926 shares of the company’s stock worth $1,096,000 after acquiring an additional 329 shares during the last quarter. Financial Engines Advisors L.L.C. increased its stake in shares of iShares MSCI ACWI ETF by 71.9% in the third quarter. Financial Engines Advisors L.L.C. now owns 9,347 shares of the company’s stock worth $1,292,000 after acquiring an additional 3,908 shares during the last quarter. Finally, Vivaldi Capital Management LP raised its holdings in shares of iShares MSCI ACWI ETF by 5.2% during the third quarter. Vivaldi Capital Management LP now owns 36,534 shares of the company’s stock worth $5,050,000 after acquiring an additional 1,811 shares in the last quarter. Institutional investors and hedge funds own 61.52% of the company’s stock.

iShares MSCI ACWI ETF Trading Up 0.3%

ACWI opened at $141.88 on Wednesday. The stock has a market cap of $26.25 billion, a price-to-earnings ratio of 20.91 and a beta of 0.93. iShares MSCI ACWI ETF has a 1 year low of $101.25 and a 1 year high of $148.75. The stock has a fifty day moving average price of $145.07 and a 200 day moving average price of $141.45.

About iShares MSCI ACWI ETF

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.