Halter Ferguson Financial Inc. Acquires New Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Halter Ferguson Financial Inc. bought a new stake in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor bought 4,245 shares of the company’s stock, valued at approximately $387,000. iShares MSCI KLD 400 Social ETF comprises approximately 0.2% of Halter Ferguson Financial Inc.’s investment portfolio, making the stock its 23rd biggest holding.

Other institutional investors and hedge funds have also added to or reduced their stakes in the company. McClarren Financial Advisors Inc. lifted its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the 4th quarter. McClarren Financial Advisors Inc. now owns 31,166 shares of the company’s stock valued at $2,838,000 after acquiring an additional 228 shares during the last quarter. Zevin Asset Management LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF during the 4th quarter valued at $222,000. Walkner Condon Financial Advisors LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 16.1% during the 4th quarter. Walkner Condon Financial Advisors LLC now owns 4,599 shares of the company’s stock valued at $419,000 after acquiring an additional 639 shares during the last quarter. West Wealth Group LLC raised its stake in iShares MSCI KLD 400 Social ETF by 21.7% during the 4th quarter. West Wealth Group LLC now owns 5,772 shares of the company’s stock valued at $526,000 after purchasing an additional 1,028 shares during the period. Finally, Brookstone Capital Management raised its stake in iShares MSCI KLD 400 Social ETF by 10.5% during the 4th quarter. Brookstone Capital Management now owns 8,534 shares of the company’s stock valued at $777,000 after purchasing an additional 813 shares during the period.

iShares MSCI KLD 400 Social ETF Trading Up 0.5 %

NYSEARCA:DSI traded up $0.49 during trading hours on Friday, hitting $101.40. 54,010 shares of the stock traded hands, compared to its average volume of 123,531. The firm has a 50 day moving average price of $98.78 and a 200 day moving average price of $94.09. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $77.47 and a fifty-two week high of $102.15. The firm has a market cap of $4.48 billion, a price-to-earnings 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.