Kingswood Wealth Advisors LLC Sells 903 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Kingswood Wealth Advisors LLC lessened its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 9.3% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 8,774 shares of the company’s stock after selling 903 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $967,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of DSI. Eastern Bank bought a new position in shares of iShares MSCI KLD 400 Social ETF during the third quarter valued at about $58,000. Mattson Financial Services LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the second quarter worth about $64,000. Bristlecone Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the third quarter worth about $68,000. Adirondack Trust Co. boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after purchasing an additional 90 shares during the period. Finally, Paladin Wealth LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the third quarter worth about $96,000.

iShares MSCI KLD 400 Social ETF Trading Up 1.1 %

iShares MSCI KLD 400 Social ETF stock opened at $113.18 on Wednesday. The firm has a 50-day moving average of $112.89 and a 200-day moving average of $109.02. The firm has a market cap of $5.00 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $92.70 and a 1-year high of $115.78.

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.