iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stock Holdings Lifted by Walkner Condon Financial Advisors LLC

Walkner Condon Financial Advisors LLC lifted its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.9% during the fourth quarter, according to the company in its most recent filing with the SEC. The fund owned 4,780 shares of the company’s stock after buying an additional 265 shares during the quarter. Walkner Condon Financial Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $527,000 as of its most recent filing with the SEC.

A number of other large investors also recently modified their holdings of DSI. Financial Life Planners bought a new stake in iShares MSCI KLD 400 Social ETF in the 4th quarter valued at about $38,000. Synergy Asset Management LLC bought a new stake in iShares MSCI KLD 400 Social ETF in the 4th quarter valued at about $44,000. Eastern Bank bought a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at about $58,000. Bristlecone Advisors LLC bought a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at about $68,000. Finally, Adirondack Trust Co. lifted its position in iShares MSCI KLD 400 Social ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.0 %

Shares of NYSEARCA:DSI opened at $112.20 on Friday. The company has a market cap of $4.95 billion, a PE ratio of 29.01 and a beta of 1.09. The company’s 50-day moving average price is $112.32 and its 200 day moving average price is $109.51. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $94.05 and a fifty-two week 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.