Golden State Equity Partners Raises Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Golden State Equity Partners lifted its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 717.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 4,744 shares of the company’s stock after buying an additional 4,164 shares during the quarter. Golden State Equity Partners’ holdings in iShares MSCI KLD 400 Social ETF were worth $523,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also modified their holdings of the stock. Adirondack Trust Co. raised its position in iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after acquiring an additional 90 shares in the last quarter. Savvy Advisors Inc. boosted its stake in shares of 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 valued at $371,000 after acquiring an additional 112 shares during the last quarter. Sax Wealth Advisors LLC boosted 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 valued at $401,000 after acquiring an additional 115 shares during the last quarter. Vicus Capital lifted its position in iShares MSCI KLD 400 Social ETF by 0.7% during the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after buying an additional 119 shares during the period. Finally, Revolve Wealth Partners LLC lifted its position in iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after buying an additional 119 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

iShares MSCI KLD 400 Social ETF stock opened at $112.00 on Monday. The company has a market cap of $4.94 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 12 month low of $92.70 and a 12 month high of $115.78. The stock’s 50-day moving average is $112.84 and its 200-day moving average is $109.11.

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.