Gemmer Asset Management LLC Lowers Stock Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Gemmer Asset Management LLC lessened its position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.5% during the 4th quarter, according to the company in its most recent disclosure with the SEC. The firm owned 126,319 shares of the company’s stock after selling 653 shares during the quarter. iShares MSCI KLD 400 Social ETF makes up 1.4% of Gemmer Asset Management LLC’s holdings, making the stock its 23rd biggest position. Gemmer Asset Management LLC owned about 0.29% of iShares MSCI KLD 400 Social ETF worth $13,927,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Savvy Advisors Inc. grew its position in shares of iShares MSCI KLD 400 Social ETF by 3.4% during the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after acquiring an additional 112 shares during the period. Sax Wealth Advisors LLC boosted its position in iShares MSCI KLD 400 Social ETF by 3.3% during the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after purchasing an additional 115 shares in the last quarter. Vicus Capital grew its holdings in iShares MSCI KLD 400 Social ETF by 0.7% in the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock valued at $1,984,000 after purchasing an additional 119 shares during the period. West Financial Advisors LLC increased its position in shares of iShares MSCI KLD 400 Social ETF by 2.7% in the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after buying an additional 131 shares in the last quarter. Finally, Golden State Equity Partners raised its stake 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 buying an additional 135 shares during the period.

iShares MSCI KLD 400 Social ETF Stock Performance

iShares MSCI KLD 400 Social ETF stock opened at $112.79 on Monday. The stock has a market capitalization of $4.98 billion, a P/E ratio of 29.01 and a beta of 1.09. The company’s fifty day moving average price is $112.78 and its 200 day moving average price is $108.64. iShares MSCI KLD 400 Social ETF has a 1 year low of $90.81 and a 1 year high of $115.78.

iShares MSCI KLD 400 Social ETF 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.