Wealth Alliance Reduces Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Wealth Alliance decreased its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 16.9% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The fund owned 8,319 shares of the company’s stock after selling 1,689 shares during the quarter. Wealth Alliance’s holdings in iShares MSCI KLD 400 Social ETF were worth $917,000 as of its most recent filing with the SEC.

Other hedge funds also recently made changes to their positions in the company. Financial Life Planners purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter worth about $38,000. Synergy Asset Management LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter worth about $44,000. Eastern Bank purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the third quarter worth about $58,000. Bristlecone Advisors LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF during the third quarter worth about $68,000. Finally, Adirondack Trust Co. grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after purchasing an additional 90 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI stock opened at $113.09 on Friday. iShares MSCI KLD 400 Social ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The stock’s 50-day moving average is $112.09 and its two-hundred day moving average is $109.85. The firm has a market cap of $4.99 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.