Beta Wealth Group Inc. Boosts Position in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX)

Posted by Amanda Harley on Feb 18th, 2025

Beta Wealth Group Inc. raised its stake in iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX – Free Report) by 2.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 64,401 shares of the company’s stock after buying an additional 1,829 shares during the period. iShares MSCI ACWI ex U.S. ETF comprises 1.5% of Beta Wealth Group Inc.’s holdings, making the stock its 23rd biggest holding. Beta Wealth Group Inc. owned about 0.07% of iShares MSCI ACWI ex U.S. ETF worth $3,359,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors have also modified their holdings of the company. Creative Planning grew its holdings in iShares MSCI ACWI ex U.S. ETF by 1.9% during the 3rd quarter. Creative Planning now owns 135,781 shares of the company’s stock worth $7,769,000 after acquiring an additional 2,547 shares in the last quarter. Bleakley Financial Group LLC lifted its holdings in iShares MSCI ACWI ex U.S. ETF by 95.1% during the third quarter. Bleakley Financial Group LLC now owns 10,963 shares of the company’s stock worth $627,000 after buying an additional 5,343 shares during the period. Raymond James & Associates boosted its position in iShares MSCI ACWI ex U.S. ETF by 3.0% during the 3rd quarter. Raymond James & Associates now owns 176,179 shares of the company’s stock valued at $10,081,000 after acquiring an additional 5,091 shares in the last quarter. Maple Capital Management Inc. increased its holdings in shares of iShares MSCI ACWI ex U.S. ETF by 2.4% in the 3rd quarter. Maple Capital Management Inc. now owns 11,776 shares of the company’s stock valued at $674,000 after acquiring an additional 280 shares during the period. Finally, Waldron Private Wealth LLC raised its position in shares of iShares MSCI ACWI ex U.S. ETF by 7.9% in the 3rd quarter. Waldron Private Wealth LLC now owns 5,798 shares of the company’s stock worth $332,000 after acquiring an additional 424 shares in the last quarter.

iShares MSCI ACWI ex U.S. ETF Price Performance

Shares of ACWX stock opened at $55.91 on Tuesday. The stock’s 50-day moving average is $53.42 and its 200 day moving average is $54.40. iShares MSCI ACWI ex U.S. ETF has a 1-year low of $49.84 and a 1-year high of $57.96. The company has a market cap of $5.09 billion, a P/E ratio of 14.05 and a beta of 0.82.

iShares MSCI ACWI ex U.S. ETF Dividend Announcement

The company also recently disclosed a dividend, which was paid on Friday, December 20th. Investors of record on Tuesday, December 17th were paid a dividend of $0.7673 per share. The ex-dividend date was Tuesday, December 17th.

iShares MSCI ACWI ex U.S. ETF Company Profile

(Free Report)

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.