iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Cornerstone Wealth Management LLC

Cornerstone Wealth Management LLC lessened its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.9% during the 4th quarter, Holdings Channel reports. The firm owned 24,008 shares of the company’s stock after selling 1,235 shares during the quarter. Cornerstone Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $2,647,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Raymond James & Associates lifted its stake in iShares MSCI KLD 400 Social ETF by 4.6% in the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after buying an additional 1,488 shares in the last quarter. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 8.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock worth $1,981,000 after acquiring an additional 1,415 shares during the last quarter. Zhang Financial LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the third quarter valued at $767,000. Stifel Financial Corp boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 3.4% during the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after acquiring an additional 1,384 shares during the last quarter. Finally, Northwestern Mutual Wealth Management Co. increased its position in iShares MSCI KLD 400 Social ETF by 2.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock worth $3,563,000 after purchasing an additional 815 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $115.66 on Friday. The company has a market cap of $5.11 billion, a PE ratio of 29.01 and a beta of 1.09. The company has a 50-day simple moving average of $112.77 and a 200-day simple moving average of $108.79. iShares MSCI KLD 400 Social ETF has a 12 month low of $92.70 and a 12 month high of $115.78.

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.