iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Vicus Capital

Vicus Capital lessened its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.7% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 18,103 shares of the company’s stock after selling 135 shares during the quarter. Vicus Capital’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,996,000 at the end of the most recent reporting period.

Other large investors have also recently bought and sold shares of the company. Vontobel Holding Ltd. raised its position in shares of iShares MSCI KLD 400 Social ETF by 5.5% in the 3rd quarter. Vontobel Holding Ltd. now owns 9,107 shares of the company’s stock worth $991,000 after buying an additional 473 shares during the period. Claro Advisors LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 447.9% during the third quarter. Claro Advisors LLC now owns 14,602 shares of the company’s stock valued at $1,589,000 after acquiring an additional 11,937 shares in the last quarter. Sage Financial Management Group Inc. acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the third quarter valued at about $403,000. Bartlett & CO. Wealth Management LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 8.7% during the third quarter. Bartlett & CO. Wealth Management LLC now owns 5,941 shares of the company’s stock valued at $646,000 after acquiring an additional 478 shares in the last quarter. Finally, Raymond James & Associates grew its stake in shares of iShares MSCI KLD 400 Social ETF by 4.6% during the third quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after acquiring an additional 1,488 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $112.25 on Friday. The business has a 50-day moving average of $112.38 and a 200-day moving average of $109.49. The company has a market capitalization of $4.96 billion, a PE 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.

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.