July 6, 2023 – In a recent disclosure to the Securities and Exchange Commission (SEC), Harbor Investment Advisory LLC revealed that it has expanded its position in the Ishares Msci Acwi ex U.S. ETF (NASDAQ:ACWX) by an impressive 81.5% during the first quarter of this year. The company now owns a total of 16,475 shares of the ETF, representing an additional 7,400 shares acquired during this period.
With this substantial increase in holdings, Harbor Investment Advisory LLC’s stake in Ishares Msci ACWI ex U.S. ETF is now estimated to be worth $803,000 as of the most recent filing with the SEC. This strategic move demonstrates the firm’s confidence and positive outlook for the future prospects of this particular investment.
For investors interested in exploring similar opportunities or tracking hedge funds’ investments, HoldingsChannel.com provides valuable information on other hedge funds and their respective positions in ACWX. By visiting the website, one can access updates on the latest 13F filings and insider trades related to iShares MSCI ACWI ex U.S. ETF.
In addition to expanding its position within the fund, Harbor Investment Advisory LLC has also recently announced a Semi-Annual dividend for shareholders. The dividend payment was made on June 13th, benefiting those who were recorded as shareholders on June 8th. Each shareholder received a dividend payout of $0.7978 per share owned.
It is important to note that only shareholders who held their positions until June 7th, which marked the ex-dividend date, were eligible to receive this dividend payment from iShares MSCI ACWI ex U.S. ETF. Investors who sold their shares before that date missed out on this opportunity.
These developments reflect not only Harbor Investment Advisory LLC’s commitment to enhancing its holdings but also its dedication to shareholder value creation through dividend payments. The Semi-Annual dividend serves as a reward for long-term investors who continue to trust and support the fund.
Overall, Harbor Investment Advisory LLC’s increased position in iShares MSCI ACWI ex U.S. ETF showcases its confidence in the investment’s potential for growth and underscores the firm’s commitment to maximizing returns for its clients. By diversifying and expanding their holdings, they not only mitigate risks but also position themselves strategically in the market.
As of now, investors eager to explore iShares MSCI ACWI ex U.S. ETF (NASDAQ:ACWX) or keep up with hedge fund activities can make use of HoldingsChannel.com. This platform allows them to stay updated on 13F filings and insider trades related to this ETF, empowering them with valuable insights and information.
Looking forward, it will certainly be interesting to observe how Harbor Investment Advisory LLC’s increased stake shapes their overall strategy and performance in the coming months. As always, investors are advised to conduct thorough research and exercise proper due diligence before making any investment decisions.
Changes in Institutional Investors’ Positions in iShares MSCI ACWI ex U.S. ETF (ACWX)
On July 6, 2023, various institutional investors and hedge funds made significant changes to their positions in iShares MSCI ACWI ex U.S. ETF (ACWX). Among them, CWM LLC increased its position by an astonishing 50.8% during the fourth quarter of the previous year. As a result, CWM LLC now owns 653 shares of the company’s stock valued at $30,000, having purchased an additional 220 shares during that period.
Astoria Strategic Wealth Inc. also saw a slight increase in its position in ACWX, with a rise of 0.5% during the same fourth quarter. Consequently, Astoria Strategic Wealth Inc. now holds 41,712 shares of the stock valued at $1,898,000 after purchasing an additional 222 shares.
Avidian Wealth Solutions LLC decided to increase its position in ACWX by 3.1%, owning 7,984 shares valued at $363,000 after buying an additional 237 shares during the fourth quarter.
Furthermore, FourThought Financial LLC increased its stake in ACWX by 0.8% during the third quarter and currently owns 32,786 shares valued at $1,312,000 after acquiring an extra 272 shares.
Finally, Interactive Financial Advisors experienced a boost in its holdings of iShares MSCI ACWI ex U.S. ETF by 4.6% during the fourth quarter as well. This resulted in Interactive Financial Advisors now owning a total of 7,261 shares worth $330,000 after purchasing an additional 322 shares.
As for ACWX itself, on Thursday it opened at a price of $48.92 per share. With a market capitalization of $4.42 billion and a beta of 0.82 indicating moderate volatility compared to the broader market index’s movement (usually set at one), this exchange-traded fund has proven to be a compelling investment.
The iShares MSCI ACWI ex U.S. ETF is designed to replicate the performance of the MSCI AC World ex USA index. This market-cap-weighted index includes stocks of companies from various countries excluding the United States, encompassing approximately 85% of the total available market. Notably, it excludes small-cap stocks from its scope. The ETF was launched on March 26, 2008, and is effectively managed by BlackRock – a prominent name in the world of asset management.
Investors seeking exposure to international stocks can turn to iShares MSCI ACWI ex U.S. ETF as it provides an opportunity to capture a significant portion of global markets’ performance outside of the United States. As with any investment, potential investors should conduct their due diligence and carefully consider their financial goals before making any decisions regarding this particular exchange-traded fund.
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