Litman Gregory Wealth Management LLC Cuts Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Litman Gregory Wealth Management LLC cut its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.3% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 40,236 shares of the company’s stock after selling 512 shares during the period. Litman Gregory Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $4,436,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also recently made changes to their positions in DSI. Synergy Asset Management LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the fourth quarter valued at $44,000. Eastern Bank bought a new position in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at about $58,000. Mattson Financial Services LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter valued at about $64,000. Bristlecone Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at about $68,000. Finally, Adirondack Trust Co. grew its stake in shares of iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after acquiring an additional 90 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Down 0.6 %

Shares of iShares MSCI KLD 400 Social ETF stock opened at $112.00 on Friday. iShares MSCI KLD 400 Social ETF has a twelve month low of $92.70 and a twelve month high of $115.78. The company’s 50 day moving average is $112.87 and its 200 day moving average is $109.07. The company has a market cap of $4.94 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.