iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) Shares Sold by Charter Oak Capital Management LLC

Charter Oak Capital Management LLC reduced its stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) by 1.9% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 148,181 shares of the company’s stock after selling 2,827 shares during the period. iShares MSCI ACWI ex U.S. ETF accounts for approximately 0.8% of Charter Oak Capital Management LLC’s holdings, making the stock its 16th biggest position. Charter Oak Capital Management LLC’s holdings in iShares MSCI ACWI ex U.S. ETF were worth $8,217,000 at the end of the most recent reporting period.

A number of other institutional investors also recently made changes to their positions in ACWX. Brighton Jones LLC acquired a new stake in shares of iShares MSCI ACWI ex U.S. ETF in the 4th quarter worth approximately $250,000. Bleakley Financial Group LLC raised its holdings in shares of iShares MSCI ACWI ex U.S. ETF by 60.8% in the 4th quarter. Bleakley Financial Group LLC now owns 17,632 shares of the company’s stock worth $920,000 after purchasing an additional 6,669 shares in the last quarter. Leo Wealth LLC raised its holdings in shares of iShares MSCI ACWI ex U.S. ETF by 1.2% in the 4th quarter. Leo Wealth LLC now owns 18,407 shares of the company’s stock worth $960,000 after purchasing an additional 214 shares in the last quarter. Strategic Financial Concepts LLC bought a new stake in shares of iShares MSCI ACWI ex U.S. ETF in the 4th quarter worth approximately $1,061,000. Finally, WCM Investment Management LLC bought a new stake in shares of iShares MSCI ACWI ex U.S. ETF in the 4th quarter worth approximately $651,000.

iShares MSCI ACWI ex U.S. ETF Price Performance

NASDAQ ACWX opened at $60.54 on Friday. The company’s 50 day simple moving average is $56.75 and its 200 day simple moving average is $55.27. iShares MSCI ACWI ex U.S. ETF has a 12 month low of $48.99 and a 12 month high of $60.58. The company has a market capitalization of $6.38 billion, a P/E ratio of 16.00 and a beta of 0.78.

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.