Wealthcare Capital Management LLC Sells 1,578 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Wealthcare Capital Management LLC decreased its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 5.8% in the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 25,453 shares of the company’s stock after selling 1,578 shares during the period. iShares MSCI KLD 400 Social ETF comprises about 0.3% of Wealthcare Capital Management LLC’s investment portfolio, making the stock its 18th biggest holding. Wealthcare Capital Management LLC owned 0.06% of iShares MSCI KLD 400 Social ETF worth $2,566,000 at the end of the most recent quarter.

Several other hedge funds have also recently modified their holdings of the business. Scarborough Advisors LLC bought a new stake in iShares MSCI KLD 400 Social ETF in the 4th quarter worth about $47,000. ORG Partners LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 36.0% in the fourth quarter. ORG Partners LLC now owns 654 shares of the company’s stock worth $60,000 after acquiring an additional 173 shares during the period. Sandy Spring Bank raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 52.2% during the fourth quarter. Sandy Spring Bank now owns 700 shares of the company’s stock valued at $64,000 after purchasing an additional 240 shares during the last quarter. ICA Group Wealth Management LLC bought a new position in iShares MSCI KLD 400 Social ETF during the fourth quarter valued at approximately $67,000. Finally, Oliver Lagore Vanvalin Investment Group boosted its holdings in iShares MSCI KLD 400 Social ETF by 13.9% in the fourth 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 last quarter.

iShares MSCI KLD 400 Social ETF Trading Down 0.1 %

NYSEARCA:DSI traded down $0.09 during trading hours on Thursday, reaching $104.37. The company had a trading volume of 12,093 shares, compared to its average volume of 115,128. The firm has a market cap of $4.61 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. The firm’s 50 day moving average price is $100.42 and its 200-day moving average price is $96.98. iShares MSCI KLD 400 Social ETF has a 52 week low of $77.47 and a 52 week high of $105.24.

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.