Capasso Planning Partners LLC Grows Position in iShares MSCI ACWI ETF (NASDAQ:ACWI)

Capasso Planning Partners LLC increased its position in iShares MSCI ACWI ETF (NASDAQ:ACWI) by 4.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 3,351 shares of the company’s stock after buying an additional 149 shares during the quarter. Capasso Planning Partners LLC’s holdings in iShares MSCI ACWI ETF were worth $321,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brandywine Managers LLC bought a new position in shares of iShares MSCI ACWI ETF during the first quarter valued at about $14,122,000. BSW Wealth Partners increased its holdings in iShares MSCI ACWI ETF by 0.5% during the 1st quarter. BSW Wealth Partners now owns 32,374 shares of the company’s stock valued at $2,951,000 after purchasing an additional 156 shares during the period. Bank Julius Baer & Co. Ltd Zurich raised its position in iShares MSCI ACWI ETF by 65,558.1% during the 2nd quarter. Bank Julius Baer & Co. Ltd Zurich now owns 84,165,810 shares of the company’s stock valued at $8,074,868,000 after purchasing an additional 84,037,622 shares during the last quarter. Modera Wealth Management LLC lifted its holdings in iShares MSCI ACWI ETF by 53.3% in the 2nd quarter. Modera Wealth Management LLC now owns 3,373 shares of the company’s stock worth $324,000 after buying an additional 1,173 shares during the period. Finally, Winthrop Advisory Group LLC grew its position in shares of iShares MSCI ACWI ETF by 4.5% in the 2nd quarter. Winthrop Advisory Group LLC now owns 3,448 shares of the company’s stock worth $331,000 after buying an additional 149 shares during the last quarter. 52.79% of the stock is currently owned by institutional investors.

iShares MSCI ACWI ETF Stock Performance

Shares of iShares MSCI ACWI ETF stock traded down $0.36 during midday trading on Tuesday, reaching $97.27. 471,812 shares of the company’s stock traded hands, compared to its average volume of 3,437,068. The stock has a 50 day moving average of $93.16 and a 200-day moving average of $94.41. iShares MSCI ACWI ETF has a 12 month low of $83.59 and a 12 month high of $99.53. The company has a market cap of $18.05 billion, a PE ratio of 15.44 and a beta of 0.93.

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.