U.S. Capital Wealth Advisors LLC Raises Stock Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

U.S. Capital Wealth Advisors LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 16.2% in the fourth quarter, HoldingsChannel reports. The firm owned 2,925 shares of the company’s stock after buying an additional 407 shares during the quarter. U.S. Capital Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $266,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in DSI. Oliver Lagore Vanvalin Investment Group lifted its stake in shares of iShares MSCI KLD 400 Social ETF by 13.9% during the 4th quarter. Oliver Lagore Vanvalin Investment Group now owns 942 shares of the company’s stock worth $86,000 after purchasing an additional 115 shares during the period. Transcend Capital Advisors LLC increased its stake in iShares MSCI KLD 400 Social ETF by 6.9% in the fourth quarter. Transcend Capital Advisors LLC now owns 2,652 shares of the company’s stock valued at $241,000 after purchasing an additional 171 shares during the last quarter. ORG Partners LLC lifted its position in iShares MSCI KLD 400 Social ETF by 36.0% during the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after buying an additional 173 shares during the period. CX Institutional grew its holdings in iShares MSCI KLD 400 Social ETF by 0.5% in the 4th quarter. CX Institutional now owns 35,636 shares of the company’s stock valued at $3,245,000 after buying an additional 179 shares during the period. Finally, Rise Advisors LLC increased its stake in shares of iShares MSCI KLD 400 Social ETF by 16.9% during the 4th quarter. Rise Advisors LLC now owns 1,310 shares of the company’s stock valued at $119,000 after acquiring an additional 189 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI opened at $98.68 on Wednesday. The stock has a market capitalization of $4.36 billion, a PE ratio of 29.01 and a beta of 1.09. The company’s 50 day simple moving average is $98.34 and its 200 day simple moving average is $92.55. iShares MSCI KLD 400 Social ETF has a 1 year low of $77.24 and a 1 year high of $101.23.

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.