Fiduciary Trust Co lessened its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 0.6% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 145,302 shares of the company’s stock after selling 867 shares during the quarter. Fiduciary Trust Co’s holdings in iShares MSCI KLD 400 Social ETF were worth $15,807,000 at the end of the most recent reporting period.
Several other institutional investors and hedge funds have also recently bought and sold shares of DSI. Simplicity Wealth LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 5.1% in the 2nd 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 period. GYL Financial Synergies LLC increased its stake 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 purchasing an additional 103 shares during the period. Savvy Advisors Inc. increased its stake in shares of iShares MSCI KLD 400 Social ETF by 3.4% during the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after purchasing an additional 112 shares during the period. Destination Wealth Management lifted its holdings in iShares MSCI KLD 400 Social ETF by 1.3% during the 2nd quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock worth $961,000 after purchasing an additional 116 shares during the last quarter. Finally, Vicus Capital boosted its stake in iShares MSCI KLD 400 Social ETF by 0.7% in the 3rd quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after purchasing an additional 119 shares during the period.
iShares MSCI KLD 400 Social ETF Stock Performance
Shares of iShares MSCI KLD 400 Social ETF stock opened at $113.60 on Thursday. The firm has a 50-day moving average of $110.40 and a 200-day moving average of $105.98. iShares MSCI KLD 400 Social ETF has a 52-week low of $86.42 and a 52-week high of $114.84. The stock has a market cap of $5.02 billion, a PE ratio of 29.01 and a beta of 1.09.
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.
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