Laurel Wealth Planning LLC Sells 858 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Laurel Wealth Planning LLC reduced its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.2% during the third quarter, according to its most recent filing with the SEC. The fund owned 38,750 shares of the company’s stock after selling 858 shares during the quarter. iShares MSCI KLD 400 Social ETF accounts for approximately 2.8% of Laurel Wealth Planning LLC’s portfolio, making the stock its 16th largest holding. Laurel Wealth Planning LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $4,216,000 as of its most recent SEC filing.

A number of other large investors have also added to or reduced their stakes in the stock. Eagle Bay Advisors LLC lifted its holdings in iShares MSCI KLD 400 Social ETF by 100.0% during the second 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 last quarter. Larson Financial Group LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter valued at approximately $28,000. MFA Wealth Advisors LLC bought a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter worth approximately $48,000. ORG Partners LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at approximately $55,000. Finally, Eastern Bank bought a new stake in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at $58,000.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA:DSI traded up $0.89 during trading on Friday, hitting $108.65. 4,692 shares of the company were exchanged, compared to its average volume of 107,060. The company has a market cap of $4.80 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 52-week low of $80.69 and a 52-week high of $110.97. The stock has a 50 day moving average of $107.55 and a 200 day moving average of $103.84.

iShares MSCI KLD 400 Social ETF Company 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.