Keystone Financial Services Sells 1,061 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Keystone Financial Services decreased its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 12.8% in the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 7,233 shares of the company’s stock after selling 1,061 shares during the period. Keystone Financial Services’ holdings in iShares MSCI KLD 400 Social ETF were worth $787,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also added to or reduced their stakes in the stock. Simplicity Wealth LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 5.1% during the second quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock valued at $220,000 after acquiring an additional 102 shares during the last quarter. GYL Financial Synergies LLC increased its position in shares of iShares MSCI KLD 400 Social ETF by 3.3% during the second quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock worth $334,000 after buying an additional 103 shares during the period. Destination Wealth Management increased its position in shares of iShares MSCI KLD 400 Social ETF by 1.3% during the second quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock worth $961,000 after buying an additional 116 shares during the period. Vicus Capital increased its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after buying an additional 119 shares during the period. Finally, Eagle Bay Advisors LLC increased its position in shares of iShares MSCI KLD 400 Social ETF by 100.0% during the second quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock worth $26,000 after buying an additional 123 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Up 0.4 %

NYSEARCA:DSI opened at $114.53 on Tuesday. The stock has a market capitalization of $5.06 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The firm has a fifty day simple moving average of $108.16 and a two-hundred day simple moving average of $104.60. iShares MSCI KLD 400 Social ETF has a 12 month low of $83.25 and a 12 month high of $114.84.

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.