6,897 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Acquired by One Wealth Capital Management LLC

One Wealth Capital Management LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The fund purchased 6,897 shares of the company’s stock, valued at approximately $760,000.

Several other institutional investors have also recently added to or reduced their stakes in the business. US Bancorp DE grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 121.9% during the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares during the last quarter. Williams Financial LLC purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at approximately $7,838,000. Erste Asset Management GmbH acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at approximately $4,107,000. Sanctuary Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the second quarter worth approximately $3,526,000. Finally, Thrivent Financial for Lutherans lifted its holdings in shares of iShares MSCI KLD 400 Social ETF by 35.4% during the third quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after purchasing an additional 32,957 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

iShares MSCI KLD 400 Social ETF stock traded down $1.76 during midday trading on Tuesday, reaching $110.82. The company’s stock had a trading volume of 94,128 shares, compared to its average volume of 137,900. The firm has a market capitalization of $4.89 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $89.49 and a fifty-two week high of $115.78. The stock’s 50 day simple moving average is $112.74 and its 200 day simple moving average is $108.23.

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.