iShares MSCI World ETF (NYSEARCA:URTH) is Investments & Financial Planning LLC’s 6th Largest Position

Investments & Financial Planning LLC boosted its position in iShares MSCI World ETF (NYSEARCA:URTHFree Report) by 4.3% during the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 49,609 shares of the company’s stock after purchasing an additional 2,046 shares during the period. iShares MSCI World ETF comprises approximately 4.8% of Investments & Financial Planning LLC’s portfolio, making the stock its 6th biggest holding. Investments & Financial Planning LLC’s holdings in iShares MSCI World ETF were worth $7,714,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also bought and sold shares of the company. Sunbelt Securities Inc. purchased a new position in shares of iShares MSCI World ETF during the 3rd quarter valued at $27,000. Archer Investment Corp raised its stake in iShares MSCI World ETF by 97.1% in the 3rd quarter. Archer Investment Corp now owns 203 shares of the company’s stock valued at $32,000 after acquiring an additional 100 shares during the period. Activest Wealth Management bought a new stake in iShares MSCI World ETF in the 3rd quarter valued at about $44,000. Glass Jacobson Investment Advisors llc boosted its position in iShares MSCI World ETF by 24.8% during the third quarter. Glass Jacobson Investment Advisors llc now owns 408 shares of the company’s stock worth $64,000 after purchasing an additional 81 shares during the period. Finally, Tsfg LLC bought a new position in iShares MSCI World ETF during the third quarter worth about $79,000.

iShares MSCI World ETF Stock Up 0.3 %

NYSEARCA URTH opened at $162.06 on Friday. The firm has a market cap of $3.82 billion, a P/E ratio of 21.13 and a beta of 0.96. The company’s 50 day moving average is $159.03 and its 200-day moving average is $155.54. iShares MSCI World ETF has a 12-month low of $135.14 and a 12-month high of $163.18.

iShares MSCI World ETF Company Profile

(Free Report)

The iShares MSCI World ETF (URTH) is an exchange-traded fund that is based on the MSCI World index, a market-cap-weighted index of stocks that cover 85% of the developed world’s market capitalization. URTH was launched on Jan 10, 2012 and is managed by BlackRock.

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Institutional Ownership by Quarter for iShares MSCI World ETF (NYSEARCA:URTH)

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