Concord Wealth Partners Cuts Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Concord Wealth Partners lowered its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 51.2% in the third quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 7,291 shares of the company’s stock after selling 7,659 shares during the period. Concord Wealth Partners’ holdings in iShares MSCI KLD 400 Social ETF were worth $793,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Tempus Wealth Planning LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 4.5% during the 2nd quarter. Tempus Wealth Planning LLC now owns 13,226 shares of the company’s stock worth $1,373,000 after purchasing an additional 567 shares in the last quarter. Diversify Advisory Services LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the 1st quarter valued at approximately $1,795,000. Gradient Investments LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 1.1% during the second quarter. Gradient Investments LLC now owns 52,633 shares of the company’s stock worth $5,466,000 after purchasing an additional 562 shares during the last quarter. Concourse Financial Group Securities Inc. boosted its holdings in iShares MSCI KLD 400 Social ETF by 6.1% in the second quarter. Concourse Financial Group Securities Inc. now owns 10,767 shares of the company’s stock worth $1,118,000 after purchasing an additional 620 shares during the period. Finally, Zhang Financial LLC acquired a new position in iShares MSCI KLD 400 Social ETF in the third quarter worth $767,000.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of NYSEARCA:DSI traded up $0.46 on Monday, hitting $110.42. The company’s stock had a trading volume of 19,013 shares, compared to its average volume of 107,403. iShares MSCI KLD 400 Social ETF has a 12 month low of $77.99 and a 12 month high of $110.97. The stock’s 50-day moving average is $107.25 and its two-hundred day moving average is $103.56. The company has a market capitalization of $4.88 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.