Goodwin Investment Advisory Sells 2,136 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Goodwin Investment Advisory reduced its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 32.4% during the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 4,457 shares of the company’s stock after selling 2,136 shares during the period. iShares MSCI KLD 400 Social ETF comprises approximately 0.2% of Goodwin Investment Advisory’s investment portfolio, making the stock its 27th largest position. Goodwin Investment Advisory’s holdings in iShares MSCI KLD 400 Social ETF were worth $406,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors also recently made changes to their positions in the company. Aspire Private Capital LLC acquired a new stake in iShares MSCI KLD 400 Social ETF in the fourth quarter valued at approximately $17,373,180,000. Sheets Smith Wealth Management acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at $33,000. Coppell Advisory Solutions Corp. bought a new stake in iShares MSCI KLD 400 Social ETF during the 4th quarter worth $44,000. ORG Partners LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 36.0% in the 4th quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after purchasing an additional 173 shares in the last quarter. Finally, Retirement Group LLC raised its position in iShares MSCI KLD 400 Social ETF by 654.4% in the fourth quarter. Retirement Group LLC now owns 679 shares of the company’s stock valued at $49,000 after purchasing an additional 589 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.7 %

Shares of DSI stock traded down $0.66 during mid-day trading on Wednesday, reaching $95.63. 74,700 shares of the stock traded hands, compared to its average volume of 138,473. The company has a market cap of $4.24 billion, a price-to-earnings ratio of 20.24 and a beta of 1.02. The stock’s fifty day simple moving average is $98.16 and its two-hundred day simple moving average is $90.99. iShares MSCI KLD 400 Social ETF has a 1-year low of $76.12 and a 1-year high of $101.23.

iShares MSCI KLD 400 Social ETF 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.