iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by My Legacy Advisors LLC

My Legacy Advisors LLC trimmed its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 9.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,247 shares of the company’s stock after selling 350 shares during the period. My Legacy Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $363,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also modified their holdings of DSI. Raymond James & Associates lifted its stake in iShares MSCI KLD 400 Social ETF by 4.6% in the third quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after acquiring an additional 1,488 shares during the last quarter. Wealth Enhancement Advisory Services LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 8.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after purchasing an additional 1,415 shares in the last quarter. Zhang Financial LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at $767,000. Stifel Financial Corp grew its holdings in iShares MSCI KLD 400 Social ETF by 3.4% during the 3rd quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock worth $4,540,000 after acquiring an additional 1,384 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.4% in the second quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock valued at $3,563,000 after purchasing an additional 815 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 1.1 %

Shares of DSI stock opened at $112.79 on Monday. The firm has a market cap of $4.98 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 $112.78 and a 200 day moving average price of $108.64. iShares MSCI KLD 400 Social ETF has a 12 month low of $90.81 and a 12 month high of $115.78.

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.