Diversify Advisory Services LLC Sells 4,574 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Diversify Advisory Services LLC lowered its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 28.9% in the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor owned 11,241 shares of the company’s stock after selling 4,574 shares during the period. Diversify Advisory Services LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,227,000 as of its most recent SEC filing.

A number of other hedge funds also recently modified their holdings of DSI. Savvy Advisors Inc. lifted its position in 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. Sax Wealth Advisors LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 3.3% during the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after buying an additional 115 shares during the last quarter. Vicus Capital grew its position in iShares MSCI KLD 400 Social ETF by 0.7% during the 3rd quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after acquiring an additional 119 shares during the last quarter. West Financial Advisors LLC grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.7% during the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock worth $552,000 after purchasing an additional 131 shares during the last quarter. Finally, Golden State Equity Partners increased its stake in shares of iShares MSCI KLD 400 Social ETF by 2.9% in the third quarter. Golden State Equity Partners now owns 4,849 shares of the company’s stock valued at $528,000 after buying an additional 135 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

iShares MSCI KLD 400 Social ETF stock opened at $112.79 on Tuesday. The firm has a market cap of $4.98 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 52-week low of $90.81 and a 52-week high of $115.78. The firm has a 50 day moving average price of $112.75 and a two-hundred day moving average price of $108.69.

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.