Whalen Wealth Management Inc. Purchases New Shares in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Whalen Wealth Management Inc. bought a new stake in shares of iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) during the third quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor bought 10,523 shares of the company’s stock, valued at approximately $602,000.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Mirador Capital Partners LP raised its stake in shares of iShares MSCI ACWI ex U.S. ETF by 3.1% during the second quarter. Mirador Capital Partners LP now owns 6,903 shares of the company’s stock valued at $367,000 after acquiring an additional 208 shares in the last quarter. Whittier Trust Co. of Nevada Inc. raised its position in iShares MSCI ACWI ex U.S. ETF by 0.3% during the 2nd quarter. Whittier Trust Co. of Nevada Inc. now owns 74,937 shares of the company’s stock valued at $3,981,000 after purchasing an additional 230 shares in the last quarter. Sage Financial Group Inc. lifted its holdings in shares of iShares MSCI ACWI ex U.S. ETF by 0.3% in the 3rd quarter. Sage Financial Group Inc. now owns 68,207 shares of the company’s stock worth $3,903,000 after buying an additional 231 shares during the period. Northwestern Mutual Wealth Management Co. grew its position in shares of iShares MSCI ACWI ex U.S. ETF by 1.2% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 21,200 shares of the company’s stock worth $1,126,000 after buying an additional 246 shares in the last quarter. Finally, Essex Financial Services Inc. increased its stake in shares of iShares MSCI ACWI ex U.S. ETF by 5.9% during the second quarter. Essex Financial Services Inc. now owns 4,516 shares of the company’s stock valued at $240,000 after buying an additional 251 shares during the period.

iShares MSCI ACWI ex U.S. ETF Stock Up 0.7 %

Shares of NASDAQ:ACWX opened at $53.75 on Tuesday. The company has a market capitalization of $4.52 billion, a price-to-earnings ratio of 14.05 and a beta of 0.82. The firm has a 50 day moving average of $55.60 and a 200 day moving average of $54.56. iShares MSCI ACWI ex U.S. ETF has a 52 week low of $48.68 and a 52 week high of $57.96.

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.