Laurel Wealth Planning LLC Cuts Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Laurel Wealth Planning LLC lessened its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.9% in the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 38,021 shares of the company’s stock after selling 729 shares during the period. iShares MSCI KLD 400 Social ETF makes up approximately 2.7% of Laurel Wealth Planning LLC’s portfolio, making the stock its 15th largest position. Laurel Wealth Planning LLC owned 0.09% of iShares MSCI KLD 400 Social ETF worth $4,192,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Raymond James & Associates boosted its holdings in iShares MSCI KLD 400 Social ETF by 4.6% in the third 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 during the period. Trilogy Capital Inc. acquired a new stake in iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at about $224,000. Eastern Bank purchased a new position in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at about $58,000. Tempus Wealth Planning LLC grew its position in shares of iShares MSCI KLD 400 Social ETF by 1.3% during the third quarter. Tempus Wealth Planning LLC now owns 13,395 shares of the company’s stock worth $1,457,000 after buying an additional 169 shares in the last quarter. Finally, Arkadios Wealth Advisors increased its stake in shares of iShares MSCI KLD 400 Social ETF by 26.3% during the third quarter. Arkadios Wealth Advisors now owns 4,828 shares of the company’s stock worth $525,000 after buying an additional 1,005 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Up 0.4 %

Shares of iShares MSCI KLD 400 Social ETF stock opened at $113.24 on Thursday. iShares MSCI KLD 400 Social ETF has a 52-week low of $94.05 and a 52-week high of $115.78. The company has a market capitalization of $5.00 billion, a P/E ratio of 29.01 and a beta of 1.09. The company has a 50 day moving average of $112.13 and a 200 day moving average of $109.83.

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.