Gateway Wealth Partners LLC lessened its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 16.6% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 2,226 shares of the company’s stock after selling 443 shares during the quarter. Gateway Wealth Partners LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $245,000 as of its most recent SEC filing.
Other large investors have also added to or reduced their stakes in the company. US Bancorp DE increased its stake in iShares MSCI KLD 400 Social ETF by 121.9% in the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock valued at $42,395,000 after buying an additional 214,048 shares during the last quarter. Ameritas Advisory Services LLC increased its position in shares of iShares MSCI KLD 400 Social ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock valued at $21,006,000 after acquiring an additional 68,980 shares during the last quarter. Erste Asset Management GmbH bought a new stake in iShares MSCI KLD 400 Social ETF during the third quarter worth about $4,107,000. Sanctuary Advisors LLC acquired a new position in iShares MSCI KLD 400 Social ETF during the second quarter valued at approximately $3,526,000. Finally, Thrivent Financial for Lutherans increased its position in shares of iShares MSCI KLD 400 Social ETF by 35.4% during the 3rd quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock worth $13,705,000 after purchasing an additional 32,957 shares during the last quarter.
iShares MSCI KLD 400 Social ETF Stock Down 0.8 %
Shares of iShares MSCI KLD 400 Social ETF stock opened at $112.31 on Thursday. The stock has a market cap of $4.96 billion, a P/E 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 business’s 50 day moving average is $112.89 and its 200-day moving average is $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.
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