Brio Consultants LLC Boosts Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Brio Consultants LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 7.7% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 55,693 shares of the company’s stock after acquiring an additional 3,993 shares during the period. iShares MSCI KLD 400 Social ETF comprises approximately 1.0% of Brio Consultants LLC’s investment portfolio, making the stock its 23rd biggest holding. Brio Consultants LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $6,140,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also added to or reduced their stakes in the company. Dohj LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 0.3% during the 4th quarter. Dohj LLC now owns 49,883 shares of the company’s stock worth $5,500,000 after acquiring an additional 151 shares in the last quarter. Concord Asset Management LLC VA increased its position in iShares MSCI KLD 400 Social ETF by 10.8% in the fourth quarter. Concord Asset Management LLC VA now owns 3,934 shares of the company’s stock worth $434,000 after purchasing an additional 385 shares during the last quarter. Heck Capital Advisors LLC purchased a new stake in iShares MSCI KLD 400 Social ETF during the fourth quarter valued at $1,302,000. Institute for Wealth Management LLC. raised its stake in iShares MSCI KLD 400 Social ETF by 6.4% during the fourth quarter. Institute for Wealth Management LLC. now owns 30,032 shares of the company’s stock valued at $3,311,000 after purchasing an additional 1,795 shares in the last quarter. Finally, Sage Financial Management Group Inc. lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 12.1% in the 4th quarter. Sage Financial Management Group Inc. now owns 4,150 shares of the company’s stock valued at $458,000 after acquiring an additional 447 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $112.00 on Friday. iShares MSCI KLD 400 Social ETF has a one year low of $92.70 and a one year high of $115.78. The stock has a market cap of $4.94 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The stock has a 50 day moving average price of $112.87 and a 200-day moving average price of $109.07.

iShares MSCI KLD 400 Social ETF Company Profile

iShares MSCI KLD 400 Social Index Fund (the Fund), formerly iShares FTSE KLD 400 Social Index Fund, seeks to provide investment results that correspond generally to the price and yield performance of the MSCI KLD 400 Social Index (the Index). The Index is a free float-adjusted market capitalization index designed to measure the equity performance of the United States companies.