Neumann Capital Management LLC Sells 950 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Neumann Capital Management LLC lowered its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.6% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The firm owned 35,898 shares of the company’s stock after selling 950 shares during the period. iShares MSCI KLD 400 Social ETF accounts for approximately 1.3% of Neumann Capital Management LLC’s investment portfolio, making the stock its 19th biggest holding. Neumann Capital Management LLC owned approximately 0.08% of iShares MSCI KLD 400 Social ETF worth $3,958,000 at the end of the most recent reporting period.

Several other institutional investors have also added to or reduced their stakes in DSI. Adirondack Trust Co. boosted its position in iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after buying an additional 90 shares in the last quarter. Savvy Advisors Inc. increased its holdings in iShares MSCI KLD 400 Social ETF by 3.4% in the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after purchasing an additional 112 shares in the last quarter. Sax Wealth Advisors LLC raised its position in iShares MSCI KLD 400 Social ETF by 3.3% in the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock valued at $401,000 after purchasing an additional 115 shares during the last quarter. Vicus Capital boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after purchasing an additional 119 shares in the last quarter. Finally, West Financial Advisors LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.7% during the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock worth $552,000 after purchasing an additional 131 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

iShares MSCI KLD 400 Social ETF stock opened at $115.66 on Friday. The business has a 50 day moving average of $112.77 and a 200-day moving average of $108.79. The company has a market capitalization of $5.11 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 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.