Wealthspire Advisors LLC Has $3.60 Million Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Wealthspire Advisors LLC lowered its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.2% in the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 39,537 shares of the company’s stock after selling 498 shares during the quarter. Wealthspire Advisors LLC owned approximately 0.09% of iShares MSCI KLD 400 Social ETF worth $3,600,000 at the end of the most recent quarter.

Several other institutional investors have also recently added to or reduced their stakes in DSI. Envestnet Portfolio Solutions Inc. acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the third quarter worth approximately $53,438,000. Cerity Partners LLC boosted its stake in iShares MSCI KLD 400 Social ETF by 1,167.3% in the fourth quarter. Cerity Partners LLC now owns 270,792 shares of the company’s stock worth $24,656,000 after purchasing an additional 249,424 shares in the last quarter. Bank of New York Mellon Corp grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 26.9% during the third quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock worth $90,476,000 after purchasing an additional 235,262 shares during the last quarter. LPL Financial LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 16.4% in the third quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock valued at $56,395,000 after buying an additional 97,429 shares in the last quarter. Finally, CWM LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 119.5% in the fourth quarter. CWM LLC now owns 171,233 shares of the company’s stock valued at $15,591,000 after buying an additional 93,208 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI traded down $0.13 during midday trading on Wednesday, hitting $98.55. The company had a trading volume of 81,082 shares, compared to its average volume of 130,505. iShares MSCI KLD 400 Social ETF has a twelve month low of $77.24 and a twelve month high of $101.23. The company has a market capitalization of $4.35 billion, a PE ratio of 29.01 and a beta of 1.09. The firm’s 50-day simple moving average is $98.37 and its 200-day simple moving average is $92.59.

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.