One Wealth Management Investment & Advisory Services LLC Sells 374 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

One Wealth Management Investment & Advisory Services LLC lessened its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.8% in the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,356 shares of the company’s stock after selling 374 shares during the period. One Wealth Management Investment & Advisory Services LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $764,000 at the end of the most recent quarter.

A number of other institutional investors also recently made changes to their positions in the company. Simplicity Wealth LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 5.1% during the second quarter. Simplicity Wealth LLC now owns 2,120 shares of the company’s stock worth $220,000 after acquiring an additional 102 shares during the period. GYL Financial Synergies LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 3.3% in the second quarter. GYL Financial Synergies LLC now owns 3,215 shares of the company’s stock valued at $334,000 after buying an additional 103 shares during the period. Destination Wealth Management boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 1.3% in the second quarter. Destination Wealth Management now owns 9,254 shares of the company’s stock valued at $961,000 after buying an additional 116 shares during the period. Eagle Bay Advisors LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 100.0% in the second quarter. Eagle Bay Advisors LLC now owns 246 shares of the company’s stock valued at $26,000 after buying an additional 123 shares during the period. Finally, Verus Capital Partners LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 3.5% in the first quarter. Verus Capital Partners LLC now owns 3,915 shares of the company’s stock valued at $395,000 after buying an additional 131 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI stock traded down $1.70 during trading on Friday, hitting $101.53. The company had a trading volume of 105,416 shares, compared to its average volume of 111,225. The firm has a market capitalization of $4.48 billion, a P/E ratio of 29.01 and a beta of 1.09. The stock’s 50-day moving average price is $104.23 and its 200 day moving average price is $101.28. iShares MSCI KLD 400 Social ETF has a one year low of $77.47 and a one year high of $107.95.

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.