Wealth Enhancement Advisory Services LLC Grows Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Wealth Enhancement Advisory Services LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 8.4% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 18,206 shares of the company’s stock after purchasing an additional 1,415 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,981,000 at the end of the most recent quarter.

Other large investors also recently bought and sold shares of the company. Savvy Advisors Inc. grew its stake in shares of iShares MSCI KLD 400 Social ETF by 3.4% during the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after purchasing an additional 112 shares in the last quarter. Vicus Capital boosted its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the 3rd quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after acquiring an additional 119 shares in the last quarter. Golden State Equity Partners boosted its position in shares of iShares MSCI KLD 400 Social ETF by 2.9% during the 3rd quarter. Golden State Equity Partners now owns 4,849 shares of the company’s stock worth $528,000 after acquiring an additional 135 shares in the last quarter. National Bank of Canada FI increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.0% in the 3rd quarter. National Bank of Canada FI now owns 14,829 shares of the company’s stock valued at $1,613,000 after acquiring an additional 140 shares during the last quarter. Finally, Tempus Wealth Planning LLC raised its position in shares of iShares MSCI KLD 400 Social ETF by 1.3% during the 3rd quarter. Tempus Wealth Planning LLC now owns 13,395 shares of the company’s stock worth $1,457,000 after acquiring an additional 169 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

NYSEARCA DSI opened at $109.58 on Wednesday. The company has a fifty day moving average of $112.87 and a two-hundred day moving average of $108.48. The company has a market capitalization of $4.84 billion, a PE ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1 year low of $90.40 and a 1 year high of $115.78.

About iShares MSCI KLD 400 Social ETF

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.