iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Evergreen Capital Management LLC

Evergreen Capital Management LLC trimmed its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.7% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The fund owned 22,276 shares of the company’s stock after selling 380 shares during the period. Evergreen Capital Management LLC owned 0.05% of iShares MSCI KLD 400 Social ETF worth $2,313,000 as of its most recent filing with the Securities and Exchange Commission.

Other large investors have also recently added to or reduced their stakes in the company. Brio Consultants LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 9.9% during the 4th quarter. Brio Consultants LLC now owns 49,212 shares of the company’s stock worth $4,481,000 after purchasing an additional 4,446 shares during the last quarter. BNP Paribas Financial Markets boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 11.4% during the 4th quarter. BNP Paribas Financial Markets now owns 11,600 shares of the company’s stock worth $1,056,000 after purchasing an additional 1,185 shares during the last quarter. Strategic Point Investment Advisors LLC boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 2.6% during the 4th quarter. Strategic Point Investment Advisors LLC now owns 66,195 shares of the company’s stock worth $6,027,000 after purchasing an additional 1,662 shares during the last quarter. Wells Fargo & Company MN boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 80.4% during the 4th quarter. Wells Fargo & Company MN now owns 338,465 shares of the company’s stock worth $30,817,000 after purchasing an additional 150,883 shares during the last quarter. Finally, Trexquant Investment LP boosted its stake in shares of iShares MSCI KLD 400 Social ETF by 8.8% during the 4th quarter. Trexquant Investment LP now owns 2,676 shares of the company’s stock worth $244,000 after purchasing an additional 217 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

iShares MSCI KLD 400 Social ETF stock opened at $107.91 on Tuesday. iShares MSCI KLD 400 Social ETF has a 12-month low of $77.47 and a 12-month 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. The firm’s 50-day moving average is $104.28 and its two-hundred day moving average is $102.02.

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.