Creative Planning Sells 2,746 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Creative Planning cut its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 1.5% during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 185,675 shares of the company’s stock after selling 2,746 shares during the period. Creative Planning owned 0.42% of iShares MSCI KLD 400 Social ETF worth $19,282,000 at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Eagle Bay Advisors LLC boosted 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 valued at $26,000 after acquiring an additional 123 shares during the last quarter. Larson Financial Group LLC bought a new stake in iShares MSCI KLD 400 Social ETF in the second quarter valued at approximately $28,000. YHB Investment Advisors Inc. bought a new stake in iShares MSCI KLD 400 Social ETF in the first quarter valued at approximately $41,000. Scarborough Advisors LLC acquired a new position in iShares MSCI KLD 400 Social ETF in the fourth quarter valued at approximately $47,000. Finally, MFA Wealth Advisors LLC acquired a new position in iShares MSCI KLD 400 Social ETF in the second quarter valued at approximately $48,000.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI opened at $108.79 on Tuesday. iShares MSCI KLD 400 Social ETF has a 52-week low of $77.47 and a 52-week high of $109.15. The business’s 50 day moving average price is $104.47 and its two-hundred day moving average price is $102.28. The firm has a market cap of $4.80 billion, a PE 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.