Schneider Downs Wealth Management Advisors LP Boosts Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Schneider Downs Wealth Management Advisors LP raised its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 117.5% during the second quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 22,579 shares of the company’s stock after acquiring an additional 12,200 shares during the quarter. Schneider Downs Wealth Management Advisors LP owned approximately 0.05% of iShares MSCI KLD 400 Social ETF worth $2,345,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other institutional investors and hedge funds have also recently modified their holdings of the stock. Eagle Bay Advisors LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 100.0% during the 2nd quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after purchasing an additional 123 shares during the period. Larson Financial Group LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter worth about $28,000. CENTRAL TRUST Co boosted its position in shares of iShares MSCI KLD 400 Social ETF by 101.4% in the first quarter. CENTRAL TRUST Co now owns 290 shares of the company’s stock valued at $29,000 after acquiring an additional 146 shares during the period. YHB Investment Advisors Inc. bought a new stake in iShares MSCI KLD 400 Social ETF during the 1st quarter worth approximately $41,000. Finally, MFA Wealth Advisors LLC purchased a new stake in iShares MSCI KLD 400 Social ETF in the 2nd quarter worth approximately $48,000.

iShares MSCI KLD 400 Social ETF Price Performance

DSI opened at $103.50 on Wednesday. The firm has a market capitalization of $4.57 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a one year low of $77.47 and a one year high of $107.95. The company has a fifty day moving average price of $104.19 and a 200-day moving average price of $101.45.

iShares MSCI KLD 400 Social ETF 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.