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

Wealthcare Capital Management LLC trimmed its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.0% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm 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 approximately 0.3% of Wealthcare Capital Management LLC’s investment portfolio, making the stock its 19th biggest holding. Wealthcare Capital Management LLC owned about 0.05% of iShares MSCI KLD 400 Social ETF worth $2,636,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in DSI. Raymond James & Associates increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 4.6% during the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after purchasing an additional 1,488 shares in the last quarter. Wealth Enhancement Advisory Services LLC grew its position in iShares MSCI KLD 400 Social ETF by 8.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after buying an additional 1,415 shares during the period. Zhang Financial LLC purchased a new position in iShares MSCI KLD 400 Social ETF in the third quarter valued at $767,000. Stifel Financial Corp raised its position in shares of iShares MSCI KLD 400 Social ETF by 3.4% in the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock worth $4,540,000 after acquiring an additional 1,384 shares during the period. Finally, Northwestern Mutual Wealth Management Co. boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 2.4% during the 2nd quarter. Northwestern Mutual Wealth Management Co. now owns 34,306 shares of the company’s stock worth $3,563,000 after acquiring an additional 815 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.1 %

NYSEARCA:DSI opened at $111.57 on Friday. iShares MSCI KLD 400 Social ETF has a 52 week low of $90.40 and a 52 week high of $115.78. The stock’s 50-day moving average price is $112.81 and its 200-day moving average price is $108.53. The stock has a market capitalization of $4.93 billion, a PE ratio of 29.01 and a beta of 1.09.

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.