Brown Financial Advisors Makes New $235,000 Investment in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Brown Financial Advisors bought a new stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the second quarter, HoldingsChannel.com reports. The firm bought 2,262 shares of the company’s stock, valued at approximately $235,000.

Other institutional investors also recently modified their holdings of the company. YHB Investment Advisors Inc. acquired a new position in iShares MSCI KLD 400 Social ETF in the first quarter valued at about $41,000. Diversify Advisory Services LLC acquired a new position in iShares MSCI KLD 400 Social ETF during the first quarter worth about $1,795,000. Gradient Investments LLC raised its stake in iShares MSCI KLD 400 Social ETF by 1.1% during the second quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock worth $5,466,000 after acquiring an additional 562 shares in the last quarter. CIBC Private Wealth Group LLC raised its stake in iShares MSCI KLD 400 Social ETF by 2.9% during the fourth quarter. CIBC Private Wealth Group LLC now owns 11,172 shares of the company’s stock worth $1,017,000 after acquiring an additional 312 shares in the last quarter. Finally, Sei Investments Co. raised its stake in iShares MSCI KLD 400 Social ETF by 3.5% during the fourth quarter. Sei Investments Co. now owns 369,583 shares of the company’s stock worth $33,651,000 after acquiring an additional 12,577 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.1 %

Shares of NYSEARCA DSI opened at $107.51 on Thursday. The company has a market cap of $4.75 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $77.47 and a 12 month high of $109.15. The stock has a 50-day moving average price of $104.66 and a two-hundred day moving average price of $102.45.

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.