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

Copperleaf Capital LLC decreased its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.6% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 5,957 shares of the company’s stock after selling 159 shares during the quarter. Copperleaf Capital LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $657,000 at the end of the most recent reporting period.

Several other institutional investors have also modified their holdings of the company. Allworth Financial LP lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.2% in the fourth quarter. Allworth Financial LP now owns 24,801 shares of the company’s stock valued at $2,856,000 after buying an additional 299 shares during the period. Manchester Capital Management LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 5.6% during the fourth quarter. Manchester Capital Management LLC now owns 131,871 shares of the company’s stock valued at $14,539,000 after purchasing an additional 7,012 shares during the last quarter. Walkner Condon Financial Advisors LLC lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 5.9% during the fourth quarter. Walkner Condon Financial Advisors LLC now owns 4,780 shares of the company’s stock valued at $527,000 after purchasing an additional 265 shares during the last quarter. Figure 8 Investment Strategies LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter valued at $234,000. Finally, C2P Capital Advisory Group LLC d.b.a. Prosperity Capital Advisors purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter valued at $2,543,000.

iShares MSCI KLD 400 Social ETF Stock Down 0.0 %

Shares of NYSEARCA DSI opened at $112.20 on Friday. The business has a fifty day simple moving average of $112.26 and a 200-day simple moving average of $109.62. The company has a market cap of $4.95 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $94.05 and a 12 month high of $115.78.

About iShares MSCI KLD 400 Social ETF

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.