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

Kingswood Wealth Advisors LLC trimmed its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 9.3% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor 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 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the company. Eastern Bank bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $58,000. Mattson Financial Services LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter worth approximately $64,000. Bristlecone Advisors LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $68,000. Adirondack Trust Co. boosted its position in shares of iShares MSCI KLD 400 Social ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after purchasing an additional 90 shares in the last quarter. Finally, Paladin Wealth LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the 3rd quarter worth approximately $96,000.

iShares MSCI KLD 400 Social ETF Stock Up 1.1 %

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

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.