close
close
migores1

The stock position of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) was decreased by Tcwp LLC

Tcwp LLC cut its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) 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 biggest 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. boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 12.6% in the fourth quarter. Envestnet Asset Management Inc. now owns 2,438,162 shares of the company’s stock valued at $221,995,000 after purchasing an additional 273,658 shares during the period. Wells Fargo & Company MN boosted 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 raised its stake in iShares MSCI KLD 400 Social ETF by 78.1% in the first quarter. Cetera Investment Advisers now owns 151,830 shares of the company’s stock worth $15,306,000 after acquiring an additional 66,567 shares during 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 first 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 during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Drops 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 company’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

Want more great investment ideas?

(Free Report)

The iShares MSCI KLD 400 Social Index Fund (the Fund), formerly the iShares FTSE KLD 400 Social Index Fund, aims to provide investment results that generally correspond to the price and return performance of the MSCI KLD 400 Social Index (the Index). The index is a float-adjusted market capitalization index designed to measure the performance of the stocks of companies in the United States.

Read more

Want to see what other hedge funds DSI owns? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report).

Quarterly Institutional Ownership for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Get daily news and ratings for the iShares MSCI KLD 400 Social ETF – Enter your email address below to receive a concise daily summary of the latest news and analysts’ ratings for iShares MSCI KLD 400 Social ETF and related companies with MarketBeat.com’s FREE daily email newsletter .

Related Articles

Back to top button