Laurel Wealth Planning LLC Reduces Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Laurel Wealth Planning LLC decreased its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 38,021 shares of the company’s stock after selling 729 shares during the quarter. iShares MSCI KLD 400 Social ETF makes up approximately 2.7% of Laurel Wealth Planning LLC’s portfolio, making the stock its 15th biggest position. Laurel Wealth Planning LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $4,192,000 as of its most recent SEC filing.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. US Bancorp DE raised its holdings in iShares MSCI KLD 400 Social ETF by 121.9% during the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares in the last quarter. Ameritas Advisory Services LLC grew its position in shares of iShares MSCI KLD 400 Social ETF by 56.7% in the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after buying an additional 68,980 shares during the last quarter. Rockefeller Capital Management L.P. raised its stake in iShares MSCI KLD 400 Social ETF by 5.6% during the 3rd quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock worth $17,906,000 after acquiring an additional 8,791 shares in the last quarter. Manchester Capital Management LLC lifted its position in iShares MSCI KLD 400 Social ETF by 5.6% in the fourth quarter. Manchester Capital Management LLC now owns 131,871 shares of the company’s stock valued at $14,539,000 after acquiring an additional 7,012 shares during the last quarter. Finally, Gemmer Asset Management LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 5.3% in the third quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock valued at $13,813,000 after acquiring an additional 6,440 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI stock opened at $113.24 on Thursday. The stock’s 50-day moving average is $112.13 and its two-hundred day moving average is $109.83. iShares MSCI KLD 400 Social ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The firm has a market cap of $5.00 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.