Peak Financial Management Inc. Sells 430 Shares of iShares MSCI ACWI ETF (NASDAQ:ACWI)

Peak Financial Management Inc. trimmed its position in shares of iShares MSCI ACWI ETF (NASDAQ:ACWI) by 0.9% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 45,505 shares of the company’s stock after selling 430 shares during the quarter. iShares MSCI ACWI ETF accounts for approximately 1.6% of Peak Financial Management Inc.’s holdings, making the stock its 21st largest position. Peak Financial Management Inc.’s holdings in iShares MSCI ACWI ETF were worth $5,347,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. First Citizens Bank & Trust Co. lifted its holdings in iShares MSCI ACWI ETF by 71.7% in the fourth quarter. First Citizens Bank & Trust Co. now owns 18,079 shares of the company’s stock valued at $2,124,000 after acquiring an additional 7,552 shares during the period. Archford Capital Strategies LLC increased its position in shares of iShares MSCI ACWI ETF by 15.6% during the 4th quarter. Archford Capital Strategies LLC now owns 8,171 shares of the company’s stock valued at $960,000 after purchasing an additional 1,105 shares during the last quarter. Dynamic Advisor Solutions LLC lifted its stake in shares of iShares MSCI ACWI ETF by 139.5% in the 4th quarter. Dynamic Advisor Solutions LLC now owns 4,098 shares of the company’s stock worth $482,000 after purchasing an additional 2,387 shares during the period. LexAurum Advisors LLC boosted its holdings in shares of iShares MSCI ACWI ETF by 6.5% in the fourth quarter. LexAurum Advisors LLC now owns 50,959 shares of the company’s stock worth $5,988,000 after buying an additional 3,112 shares during the last quarter. Finally, RFG Advisory LLC grew its position in iShares MSCI ACWI ETF by 7.0% during the fourth quarter. RFG Advisory LLC now owns 4,755 shares of the company’s stock valued at $559,000 after buying an additional 312 shares during the period. 61.52% of the stock is currently owned by hedge funds and other institutional investors.

iShares MSCI ACWI ETF Trading Down 0.0 %

ACWI opened at $122.06 on Monday. The firm’s 50 day simple moving average is $119.95 and its two-hundred day simple moving average is $117.68. The company has a market capitalization of $19.92 billion, a PE ratio of 19.74 and a beta of 0.93. iShares MSCI ACWI ETF has a 1-year low of $102.03 and a 1-year high of $123.58.

iShares MSCI ACWI ETF Dividend Announcement

The business also recently announced a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were issued a $1.0662 dividend. The ex-dividend date of this dividend was Tuesday, December 17th.

iShares MSCI ACWI ETF 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.