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

OneDigital Investment Advisors LLC trimmed its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 74.5% during the third quarter, according to its most recent Form 13F filing with the SEC. The firm owned 5,358 shares of the company’s stock after selling 15,644 shares during the period. OneDigital Investment Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $583,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Simplicity Wealth LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 5.1% in the second quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock valued at $220,000 after buying an additional 102 shares during the last quarter. GYL Financial Synergies LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 3.3% during the 2nd quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock valued at $334,000 after purchasing an additional 103 shares during the period. Savvy Advisors Inc. grew its position in iShares MSCI KLD 400 Social ETF by 3.4% in the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after purchasing an additional 112 shares during the last quarter. Destination Wealth Management increased its stake in shares of iShares MSCI KLD 400 Social ETF by 1.3% in the second quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock valued at $961,000 after purchasing an additional 116 shares during the period. Finally, Vicus Capital raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after buying an additional 119 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.2 %

Shares of NYSEARCA DSI opened at $112.60 on Thursday. iShares MSCI KLD 400 Social ETF has a 12-month low of $86.16 and a 12-month high of $114.84. The company has a market cap of $4.97 billion, a PE ratio of 29.01 and a beta of 1.09. The stock has a 50 day simple moving average of $109.53 and a 200-day simple moving average of $105.41.

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.