iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by SOA Wealth Advisors LLC.

SOA Wealth Advisors LLC. lessened its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.7% in the fourth quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 49,115 shares of the company’s stock after selling 1,366 shares during the quarter. iShares MSCI KLD 400 Social ETF accounts for about 1.0% of SOA Wealth Advisors LLC.’s investment portfolio, making the stock its 22nd largest holding. SOA Wealth Advisors LLC. owned approximately 0.11% of iShares MSCI KLD 400 Social ETF worth $5,415,000 at the end of the most recent quarter.

Several other hedge funds have also recently bought and sold shares of the business. US Bancorp DE raised its stake in shares of iShares MSCI KLD 400 Social ETF by 121.9% in the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after acquiring an additional 214,048 shares during the period. Ameritas Advisory Services LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 56.7% in the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after purchasing an additional 68,980 shares in the last quarter. Rockefeller Capital Management L.P. raised its position in iShares MSCI KLD 400 Social ETF by 5.6% in the third quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock valued at $17,906,000 after purchasing an additional 8,791 shares during the period. Gemmer Asset Management LLC lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 5.3% during the third quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock worth $13,813,000 after purchasing an additional 6,440 shares in the last quarter. Finally, Thrivent Financial for Lutherans boosted its position in shares of iShares MSCI KLD 400 Social ETF by 35.4% in the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after buying an additional 32,957 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock opened at $111.05 on Friday. The firm has a market cap of $4.90 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 $94.05 and a 1 year high of $115.78. The stock has a 50-day simple moving average of $112.66 and a 200-day simple moving average of $109.26.

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.