iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Holdings Trimmed by One Wealth Advisors LLC

One Wealth Advisors LLC trimmed its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 12.1% during the 3rd quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 51,032 shares of the company’s stock after selling 7,007 shares during the period. One Wealth Advisors LLC owned 0.12% of iShares MSCI KLD 400 Social ETF worth $5,552,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in DSI. Eagle Bay Advisors LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 100.0% in the 2nd quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after purchasing an additional 123 shares during the last quarter. Larson Financial Group LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at $28,000. Scarborough Advisors LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 4th quarter valued at $47,000. MFA Wealth Advisors LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at $48,000. Finally, ORG Partners LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at $55,000.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of DSI stock traded up $0.26 on Thursday, hitting $110.47. The company’s stock had a trading volume of 9,340 shares, compared to its average volume of 107,788. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $77.47 and a fifty-two week high of $110.97. The firm’s fifty day moving average price is $106.15 and its 200-day moving average price is $103.05. The stock has a market capitalization of $4.88 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF 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.