Bogart Wealth LLC Trims Stock Position in iShares MSCI ACWI ETF $ACWI

Bogart Wealth LLC trimmed its holdings in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 0.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 910,093 shares of the company’s stock after selling 8,112 shares during the period. iShares MSCI ACWI ETF comprises about 5.2% of Bogart Wealth LLC’s investment portfolio, making the stock its 3rd largest holding. Bogart Wealth LLC owned about 0.50% of iShares MSCI ACWI ETF worth $128,769,000 at the end of the most recent quarter.

Other large investors also recently modified their holdings of the company. NavPoint Financial Inc. lifted its holdings in shares of iShares MSCI ACWI ETF by 0.9% during the 4th quarter. NavPoint Financial Inc. now owns 8,793 shares of the company’s stock valued at $1,244,000 after purchasing an additional 76 shares in the last quarter. Koshinski Asset Management Inc. increased its stake in iShares MSCI ACWI ETF by 3.7% during the 3rd quarter. Koshinski Asset Management Inc. now owns 2,260 shares of the company’s stock worth $312,000 after purchasing an additional 80 shares in the last quarter. Sowell Financial Services LLC raised its holdings in iShares MSCI ACWI ETF by 1.9% during the 3rd quarter. Sowell Financial Services LLC now owns 4,700 shares of the company’s stock worth $650,000 after buying an additional 86 shares during the period. Strategic Blueprint LLC raised its holdings in iShares MSCI ACWI ETF by 0.5% during the 3rd quarter. Strategic Blueprint LLC now owns 16,693 shares of the company’s stock worth $2,308,000 after buying an additional 86 shares during the period. Finally, Americana Partners LLC lifted its stake in iShares MSCI ACWI ETF by 2.1% in the third quarter. Americana Partners LLC now owns 4,264 shares of the company’s stock valued at $589,000 after buying an additional 88 shares in the last quarter. 61.52% of the stock is currently owned by institutional investors.

iShares MSCI ACWI ETF Stock Down 0.6%

iShares MSCI ACWI ETF stock opened at $149.62 on Wednesday. The stock has a market capitalization of $30.94 billion, a PE ratio of 20.91 and a beta of 0.92. iShares MSCI ACWI ETF has a twelve month low of $114.85 and a twelve month high of $151.47. The company has a 50 day moving average of $143.84 and a 200-day moving average of $142.81.

iShares MSCI ACWI ETF 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.