Litman Gregory Wealth Management LLC Lowers Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Litman Gregory Wealth Management LLC decreased its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.3% during the fourth quarter, according to its most recent filing with the SEC. The firm owned 40,236 shares of the company’s stock after selling 512 shares during the period. Litman Gregory Wealth Management LLC owned about 0.09% of iShares MSCI KLD 400 Social ETF worth $4,436,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the company. Synergy Asset Management LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter valued at approximately $44,000. Eastern Bank purchased a new position in iShares MSCI KLD 400 Social ETF during the third quarter valued at $58,000. Mattson Financial Services LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter valued at $64,000. Bristlecone Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth about $68,000. Finally, Adirondack Trust Co. increased its stake in shares of iShares MSCI KLD 400 Social ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after acquiring an additional 90 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

NYSEARCA:DSI opened at $112.00 on Friday. The firm has a market capitalization of $4.94 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a one year low of $92.70 and a one year high of $115.78. The company’s 50-day simple moving average is $112.87 and its 200 day simple moving average is $109.07.

About iShares MSCI KLD 400 Social ETF

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.