CreativeOne Wealth LLC Makes New $269,000 Investment in iShares MSCI ACWI ETF (NASDAQ:ACWI)

CreativeOne Wealth LLC bought a new stake in iShares MSCI ACWI ETF (NASDAQ:ACWI) in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor bought 2,647 shares of the company’s stock, valued at approximately $269,000.

A number of other large investors also recently made changes to their positions in ACWI. Wilbanks Smith & Thomas Asset Management LLC lifted its position in shares of iShares MSCI ACWI ETF by 0.4% during the 3rd quarter. Wilbanks Smith & Thomas Asset Management LLC now owns 33,925 shares of the company’s stock worth $3,134,000 after buying an additional 137 shares in the last quarter. GenTrust LLC increased its position in shares of iShares MSCI ACWI ETF by 2.2% during the 4th quarter. GenTrust LLC now owns 7,367 shares of the company’s stock valued at $750,000 after purchasing an additional 158 shares during the last quarter. Fiducient Advisors LLC raised its stake in shares of iShares MSCI ACWI ETF by 5.8% during the 4th quarter. Fiducient Advisors LLC now owns 3,135 shares of the company’s stock worth $319,000 after purchasing an additional 171 shares during the period. PFW Advisors LLC grew its position in iShares MSCI ACWI ETF by 1.1% during the fourth quarter. PFW Advisors LLC now owns 17,568 shares of the company’s stock valued at $1,788,000 after buying an additional 187 shares during the period. Finally, Balentine LLC increased its holdings in iShares MSCI ACWI ETF by 0.3% during the fourth quarter. Balentine LLC now owns 72,920 shares of the company’s stock worth $7,421,000 after buying an additional 190 shares during the last quarter. 61.52% of the stock is owned by institutional investors.

iShares MSCI ACWI ETF Stock Performance

ACWI stock traded up $0.72 during mid-day trading on Friday, hitting $111.70. The company had a trading volume of 927,642 shares, compared to its average volume of 3,533,157. iShares MSCI ACWI ETF has a 12 month low of $88.33 and a 12 month high of $112.49. The stock’s fifty day moving average price is $108.92 and its two-hundred day moving average price is $104.27. The firm has a market cap of $18.65 billion, a PE ratio of 19.74 and a beta of 0.93.

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.