8,274 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Bought by RWA Wealth Partners LLC

RWA Wealth Partners LLC bought a new position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) during the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund bought 8,274 shares of the company’s stock, valued at approximately $753,000.

A number of other hedge funds have also modified their holdings of the stock. CWM LLC boosted its position in iShares MSCI KLD 400 Social ETF by 119.5% during the fourth quarter. CWM LLC now owns 171,233 shares of the company’s stock valued at $15,591,000 after purchasing an additional 93,208 shares during the last quarter. CRA Financial Services LLC bought a new position in iShares MSCI KLD 400 Social ETF during the fourth quarter valued at about $219,000. Litman Gregory Wealth Management LLC increased its stake in iShares MSCI KLD 400 Social ETF by 3.6% during the fourth quarter. Litman Gregory Wealth Management LLC now owns 44,813 shares of the company’s stock valued at $4,080,000 after acquiring an additional 1,544 shares during the period. Oliver Lagore Vanvalin Investment Group increased its stake in iShares MSCI KLD 400 Social ETF by 13.9% during the fourth quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock valued at $86,000 after acquiring an additional 115 shares during the period. Finally, Wealth Alliance increased its stake in iShares MSCI KLD 400 Social ETF by 16.4% during the fourth quarter. Wealth Alliance now owns 11,667 shares of the company’s stock valued at $1,062,000 after acquiring an additional 1,646 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Up 0.2 %

Shares of DSI opened at $96.54 on Thursday. iShares MSCI KLD 400 Social ETF has a 12-month low of $76.12 and a 12-month high of $101.23. The stock’s 50-day moving average price is $98.15 and its 200 day moving average price is $91.52. The firm has a market capitalization of $4.28 billion, a price-to-earnings ratio of 28.32 and a beta of 1.02.

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.