Francis Financial Inc. Has $12.34 Million Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Francis Financial Inc. cut its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 135,561 shares of the company’s stock after selling 622 shares during the quarter. iShares MSCI KLD 400 Social ETF accounts for approximately 5.3% of Francis Financial Inc.’s holdings, making the stock its 6th largest position. Francis Financial Inc. owned approximately 0.31% of iShares MSCI KLD 400 Social ETF worth $12,343,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the business. Gould Asset Management LLC CA lifted its holdings in iShares MSCI KLD 400 Social ETF by 3.1% in the 3rd quarter. Gould Asset Management LLC CA now owns 4,437 shares of the company’s stock worth $361,000 after purchasing an additional 134 shares in the last quarter. Hilltop Holdings Inc. increased its position in shares of iShares MSCI KLD 400 Social ETF by 0.6% during the 2nd quarter. Hilltop Holdings Inc. now owns 23,769 shares of the company’s stock worth $2,001,000 after purchasing an additional 136 shares during the last quarter. Bartlett & CO. Wealth Management LLC boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.8% in the fourth quarter. Bartlett & CO. Wealth Management LLC now owns 5,213 shares of the company’s stock valued at $476,000 after acquiring an additional 140 shares during the period. Bond & Devick Financial Network Inc. boosted its position in shares of iShares MSCI KLD 400 Social ETF by 1.2% in the 3rd quarter. Bond & Devick Financial Network Inc. now owns 11,607 shares of the company’s stock worth $945,000 after buying an additional 143 shares in the last quarter. Finally, Captrust Financial Advisors raised its stake in iShares MSCI KLD 400 Social ETF by 1.5% in the 2nd quarter. Captrust Financial Advisors now owns 10,192 shares of the company’s stock valued at $733,000 after purchasing an additional 151 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Up 0.1 %

Shares of NYSEARCA DSI opened at $100.84 on Friday. The stock has a market capitalization of $4.47 billion, a PE ratio of 20.24 and a beta of 1.02. iShares MSCI KLD 400 Social ETF has a 52-week low of $75.85 and a 52-week high of $101.16. The firm has a fifty day moving average of $96.83 and a 200-day moving average of $89.49.

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.