West Wealth Group LLC Sells 135 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

West Wealth Group LLC decreased its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.6% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 5,052 shares of the company’s stock after selling 135 shares during the period. West Wealth Group LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $557,000 at the end of the most recent quarter.

Several other hedge funds also recently bought and sold shares of the company. US Bancorp DE lifted its position 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 valued at $42,395,000 after purchasing an additional 214,048 shares during the last quarter. Ameritas Advisory Services LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after buying an additional 68,980 shares during the period. Erste Asset Management GmbH acquired a new position in iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $4,107,000. Sanctuary Advisors LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at about $3,526,000. Finally, Thrivent Financial for Lutherans boosted its holdings in iShares MSCI KLD 400 Social ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after buying an additional 32,957 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $114.98 on Monday. iShares MSCI KLD 400 Social ETF has a 12 month low of $92.70 and a 12 month high of $115.78. The business has a 50 day simple moving average of $112.88 and a two-hundred day simple moving average of $108.94. The stock has a market capitalization of $5.08 billion, a P/E 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.