Austin Private Wealth LLC Decreases Stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Austin Private Wealth LLC decreased its position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 4.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 11,894 shares of the company’s stock after selling 533 shares during the period. Austin Private Wealth LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,311,000 as of its most recent filing with the SEC.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Synergy Asset Management LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 4th quarter worth approximately $44,000. Eastern Bank purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $58,000. Mattson Financial Services LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 2nd quarter worth approximately $64,000. Bristlecone Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter worth approximately $68,000. Finally, Adirondack Trust Co. increased its stake in shares of iShares MSCI KLD 400 Social ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after purchasing an additional 90 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Down 0.6 %

Shares of DSI stock opened at $112.00 on Friday. The company has a 50 day moving average of $112.87 and a 200-day moving average of $109.07. iShares MSCI KLD 400 Social ETF has a 12-month low of $92.70 and a 12-month high of $115.78. The firm has a market cap of $4.94 billion, a P/E ratio of 29.01 and a beta of 1.09.

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.