Oak Family Advisors LLC Has $2.39 Million Stock Position in iShares MSCI ACWI ETF $ACWI

Oak Family Advisors LLC lessened its position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) by 15.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 17,285 shares of the company’s stock after selling 3,267 shares during the quarter. Oak Family Advisors LLC’s holdings in iShares MSCI ACWI ETF were worth $2,392,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also modified their holdings of ACWI. Triumph Capital Management acquired a new position in shares of iShares MSCI ACWI ETF in the third quarter valued at $27,000. Godfrey Financial Associates Inc. acquired a new stake in iShares MSCI ACWI ETF during the fourth quarter worth $27,000. Smith & Howard Wealth Management LLC bought a new stake in iShares MSCI ACWI ETF in the 4th quarter valued at $31,000. Root Financial Partners LLC increased its holdings in iShares MSCI ACWI ETF by 7,100.0% in the 4th quarter. Root Financial Partners LLC now owns 216 shares of the company’s stock valued at $31,000 after buying an additional 213 shares during the period. Finally, Karpus Management Inc. acquired a new position in shares of iShares MSCI ACWI ETF in the 4th quarter valued at $37,000. 61.52% of the stock is currently owned by institutional investors.

iShares MSCI ACWI ETF Stock Performance

NASDAQ:ACWI opened at $154.12 on Thursday. The company has a 50-day moving average of $154.40 and a 200-day moving average of $147.14. The company has a market capitalization of $31.87 billion, a price-to-earnings ratio of 20.91 and a beta of 0.92. iShares MSCI ACWI ETF has a 52 week low of $126.09 and a 52 week high of $160.03.

iShares MSCI ACWI ETF Announces Dividend

The firm also recently declared a dividend, which was paid on Thursday, June 18th. Shareholders of record on Monday, June 15th were paid a dividend of $1.0097 per share. The ex-dividend date was Monday, June 15th.

iShares MSCI ACWI ETF Company 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.