Bogart Wealth LLC Purchases 121,832 Shares of iShares MSCI ACWI ETF $ACWI

Bogart Wealth LLC increased its position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) by 13.4% during the 1st quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 1,031,925 shares of the company’s stock after purchasing an additional 121,832 shares during the quarter. iShares MSCI ACWI ETF accounts for about 5.5% of Bogart Wealth LLC’s investment portfolio, making the stock its 3rd largest holding. Bogart Wealth LLC’s holdings in iShares MSCI ACWI ETF were worth $142,787,000 at the end of the most recent quarter.

A number of other hedge funds have also recently added to or reduced their stakes in ACWI. Capital International Investors lifted its stake in shares of iShares MSCI ACWI ETF by 9.3% in the 3rd quarter. Capital International Investors now owns 192,008 shares of the company’s stock worth $26,436,000 after acquiring an additional 16,304 shares during the period. Comerica Bank increased its stake in shares of iShares MSCI ACWI ETF by 14.8% during the fourth quarter. Comerica Bank now owns 88,424 shares of the company’s stock valued at $12,511,000 after acquiring an additional 11,430 shares during the period. Ayalon Insurance Comp Ltd. increased its stake in shares of iShares MSCI ACWI ETF by 5.6% during the fourth quarter. Ayalon Insurance Comp Ltd. now owns 296,297 shares of the company’s stock valued at $41,923,000 after acquiring an additional 15,726 shares during the period. Bank of Montreal Can raised its holdings in iShares MSCI ACWI ETF by 84.4% during the third quarter. Bank of Montreal Can now owns 727,030 shares of the company’s stock worth $100,505,000 after purchasing an additional 332,723 shares in the last quarter. Finally, Wealth Enhancement Advisory Services LLC raised its holdings in iShares MSCI ACWI ETF by 1.6% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 305,603 shares of the company’s stock worth $44,114,000 after purchasing an additional 4,934 shares in the last quarter. Institutional investors and hedge funds own 61.52% of the company’s stock.

iShares MSCI ACWI ETF Price Performance

ACWI opened at $156.15 on Monday. The company has a market capitalization of $33.04 billion, a price-to-earnings ratio of 20.91 and a beta of 0.92. iShares MSCI ACWI ETF has a 1-year low of $127.77 and a 1-year high of $160.03. The business has a 50 day moving average price of $155.29 and a two-hundred day moving average price of $147.81.

iShares MSCI ACWI ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Thursday, June 18th. Stockholders of record on Monday, June 15th were paid a $1.0097 dividend. The ex-dividend date of this dividend was Monday, June 15th.

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.