Wealthcare Capital Management LLC Cuts Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Wealthcare Capital Management LLC cut its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.0% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 23,907 shares of the company’s stock after selling 1,001 shares during the period. iShares MSCI KLD 400 Social ETF accounts for 0.3% of Wealthcare Capital Management LLC’s holdings, making the stock its 19th largest position. Wealthcare Capital Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $2,636,000 at the end of the most recent quarter.

Other institutional investors have also bought and sold shares of the company. Vanguard Personalized Indexing Management LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter worth $390,000. Blair William & Co. IL grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 5.2% in the second quarter. Blair William & Co. IL now owns 43,778 shares of the company’s stock valued at $4,546,000 after purchasing an additional 2,150 shares during the period. Somerset Group LLC increased its position in iShares MSCI KLD 400 Social ETF by 21.0% during the second quarter. Somerset Group LLC now owns 2,476 shares of the company’s stock worth $257,000 after purchasing an additional 430 shares during the last quarter. Thrivent Financial for Lutherans raised its stake in iShares MSCI KLD 400 Social ETF by 14.5% during the second quarter. Thrivent Financial for Lutherans now owns 93,018 shares of the company’s stock worth $9,660,000 after purchasing an additional 11,761 shares during the period. Finally, EverSource Wealth Advisors LLC raised its stake in iShares MSCI KLD 400 Social ETF by 720.0% during the second quarter. EverSource Wealth Advisors LLC now owns 8,216 shares of the company’s stock worth $860,000 after purchasing an additional 7,214 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

iShares MSCI KLD 400 Social ETF stock opened at $111.57 on Friday. The firm has a 50 day simple moving average of $112.81 and a 200-day simple moving average of $108.53. The stock has a market cap of $4.93 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $90.40 and a 1-year high of $115.78.

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.