Mount Yale Investment Advisors LLC Sells 2,769 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Mount Yale Investment Advisors LLC cut its holdings in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 29.8% during the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 6,533 shares of the company’s stock after selling 2,769 shares during the period. Mount Yale Investment Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $678,000 as of its most recent SEC filing.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Simplicity Wealth LLC lifted its holdings in 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 buying an additional 102 shares during the period. GYL Financial Synergies LLC boosted its position 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 valued at $334,000 after purchasing an additional 103 shares in the last quarter. Destination Wealth Management grew its stake in 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 purchasing an additional 116 shares during the last quarter. Eagle Bay Advisors LLC raised its holdings in 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 worth $26,000 after purchasing an additional 123 shares in the last quarter. Finally, Verus Capital Partners LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 3.5% during 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 last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

NYSEARCA:DSI opened at $107.91 on Tuesday. The company’s 50-day simple moving average is $104.28 and its 200-day simple moving average is $102.02. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $77.47 and a fifty-two week high of $108.53. The stock has a market capitalization of $4.76 billion, a P/E ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Company 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.