iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) is First Affirmative Financial Network’s 2nd Largest Position

First Affirmative Financial Network decreased its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 9.1% during the fourth quarter, according to the company in its most recent disclosure with the SEC. The firm owned 63,064 shares of the company’s stock after selling 6,318 shares during the quarter. iShares MSCI KLD 400 Social ETF makes up 4.0% of First Affirmative Financial Network’s portfolio, making the stock its 2nd biggest holding. First Affirmative Financial Network owned 0.14% of iShares MSCI KLD 400 Social ETF worth $6,953,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds have also bought and sold shares of the company. Adirondack Trust Co. grew its holdings in iShares MSCI KLD 400 Social ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares during the period. Savvy Advisors Inc. raised its stake in iShares MSCI KLD 400 Social ETF by 3.4% during the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after acquiring an additional 112 shares during the period. Sax Wealth Advisors LLC raised its stake in iShares MSCI KLD 400 Social ETF by 3.3% during the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after acquiring an additional 115 shares during the period. Vicus Capital lifted its holdings 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 valued at $1,984,000 after purchasing an additional 119 shares in the last quarter. Finally, Revolve Wealth Partners LLC boosted its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% in the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after purchasing an additional 119 shares during the period.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $112.31 on Thursday. The stock has a market cap of $4.96 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1 year low of $92.70 and a 1 year high of $115.78. The firm has a fifty day moving average price of $112.89 and a 200-day moving average price of $109.02.

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.