iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Stake Lifted by West Financial Advisors LLC

West Financial Advisors LLC boosted its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.7% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 5,003 shares of the company’s stock after buying an additional 131 shares during the period. West Financial Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $552,000 as of its most recent SEC filing.

A number of other hedge funds also recently added to or reduced their stakes in the stock. Eastern Bank acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth about $58,000. Mattson Financial Services LLC bought a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter worth about $64,000. Bristlecone Advisors LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at approximately $68,000. Paladin Wealth LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the third quarter valued at approximately $96,000. Finally, Axxcess Wealth Management LLC acquired a new position in shares of iShares MSCI KLD 400 Social ETF during the third quarter worth approximately $202,000.

iShares MSCI KLD 400 Social ETF Price Performance

DSI opened at $111.69 on Thursday. The stock’s 50 day moving average price is $112.85 and its 200 day moving average price is $108.51. The stock has a market cap of $4.93 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $90.40 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.