iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stock Position Lowered by Tcwp LLC

Tcwp LLC lessened its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.8% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 13,098 shares of the company’s stock after selling 108 shares during the period. iShares MSCI KLD 400 Social ETF makes up 3.3% of Tcwp LLC’s investment portfolio, making the stock its 6th largest position. Tcwp LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,360,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Envestnet Asset Management Inc. raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 12.6% in the 4th quarter. Envestnet Asset Management Inc. now owns 2,438,162 shares of the company’s stock valued at $221,995,000 after buying an additional 273,658 shares during the period. Wells Fargo & Company MN increased its position in shares of iShares MSCI KLD 400 Social ETF by 80.4% during the fourth quarter. Wells Fargo & Company MN now owns 338,465 shares of the company’s stock worth $30,817,000 after acquiring an additional 150,883 shares during the period. Williams Financial LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the second quarter valued at $7,838,000. Cetera Investment Advisers grew its stake in iShares MSCI KLD 400 Social ETF by 78.1% during the 1st quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock worth $15,306,000 after purchasing an additional 66,567 shares in the last quarter. Finally, Fifth Third Wealth Advisors LLC raised its position in iShares MSCI KLD 400 Social ETF by 1,366.1% in the 1st quarter. Fifth Third Wealth Advisors LLC now owns 51,315 shares of the company’s stock valued at $5,173,000 after purchasing an additional 47,815 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.4 %

Shares of NYSEARCA:DSI opened at $107.69 on Friday. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $77.47 and a fifty-two week high of $108.53. The stock has a market cap of $4.75 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The firm’s 50 day moving average price is $104.27 and its 200 day moving average price is $101.90.

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.