Financial Services Advisory Inc Trims Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Financial Services Advisory Inc reduced its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.7% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 25,196 shares of the company’s stock after selling 434 shares during the period. iShares MSCI KLD 400 Social ETF comprises 0.7% of Financial Services Advisory Inc’s holdings, making the stock its 28th biggest position. Financial Services Advisory Inc owned about 0.06% of iShares MSCI KLD 400 Social ETF worth $2,741,000 as of its most recent SEC filing.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in DSI. Simplicity Wealth LLC boosted its holdings in iShares MSCI KLD 400 Social ETF by 5.1% in the second quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock valued at $220,000 after purchasing an additional 102 shares during the last quarter. GYL Financial Synergies LLC grew its holdings in iShares MSCI KLD 400 Social ETF by 3.3% during the second quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock worth $334,000 after acquiring an additional 103 shares during the period. Destination Wealth Management raised its position in iShares MSCI KLD 400 Social ETF by 1.3% during the second quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock valued at $961,000 after acquiring an additional 116 shares in the last quarter. Vicus Capital lifted its holdings in iShares MSCI KLD 400 Social ETF by 0.7% in the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after acquiring an additional 119 shares during the period. Finally, Eagle Bay Advisors LLC boosted its position in iShares MSCI KLD 400 Social ETF by 100.0% in the 2nd quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock worth $26,000 after purchasing an additional 123 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of NYSEARCA DSI opened at $112.63 on Thursday. The firm’s 50 day simple moving average is $107.83 and its 200-day simple moving average is $104.29. iShares MSCI KLD 400 Social ETF has a 12 month low of $82.25 and a 12 month high of $112.83. The stock has a market capitalization of $4.97 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.