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

Neumann Capital Management LLC cut its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.6% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 35,898 shares of the company’s stock after selling 950 shares during the period. iShares MSCI KLD 400 Social ETF accounts for 1.3% of Neumann Capital Management LLC’s investment portfolio, making the stock its 19th largest holding. Neumann Capital Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $3,958,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also added to or reduced their stakes in DSI. Avior Wealth Management LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 9.2% in the 4th quarter. Avior Wealth Management LLC now owns 2,037 shares of the company’s stock valued at $225,000 after purchasing an additional 171 shares during the last quarter. Endeavor Private Wealth Inc. acquired a new position in iShares MSCI KLD 400 Social ETF in the fourth quarter valued at $187,000. Adirondack Trust Co. boosted its position in 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 valued at $86,000 after acquiring an additional 90 shares during the last quarter. Finley Financial LLC acquired a new stake in iShares MSCI KLD 400 Social ETF during the 4th quarter worth about $591,000. Finally, Atomi Financial Group Inc. grew its holdings in iShares MSCI KLD 400 Social ETF by 12.3% during the 4th quarter. Atomi Financial Group Inc. now owns 4,213 shares of the company’s stock worth $465,000 after acquiring an additional 462 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA:DSI opened at $115.66 on Friday. iShares MSCI KLD 400 Social ETF has a 1 year low of $92.70 and a 1 year high of $115.78. The business’s 50-day moving average is $112.77 and its 200-day moving average is $108.79. The company has a market capitalization of $5.11 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.