Dynamic Advisor Solutions LLC Has $973,000 Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Dynamic Advisor Solutions LLC lowered its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.2% during the second quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 9,365 shares of the company’s stock after selling 210 shares during the quarter. Dynamic Advisor Solutions LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $973,000 as of its most recent filing with the SEC.

Several other large investors have also made changes to their positions in DSI. West Financial Advisors LLC lifted its stake in iShares MSCI KLD 400 Social ETF by 7.8% in the second quarter. West Financial Advisors LLC now owns 5,054 shares of the company’s stock valued at $525,000 after buying an additional 364 shares during the period. Wealth Management Partners LLC increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 2.9% in the second quarter. Wealth Management Partners LLC now owns 11,358 shares of the company’s stock worth $1,180,000 after acquiring an additional 325 shares in the last quarter. Sax Wealth Advisors LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the second quarter worth about $279,000. U.S. Capital Wealth Advisors LLC increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 28.1% in the second quarter. U.S. Capital Wealth Advisors LLC now owns 3,568 shares of the company’s stock worth $371,000 after acquiring an additional 782 shares in the last quarter. Finally, Boston Standard Wealth Management LLC increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.4% in the second quarter. Boston Standard Wealth Management LLC now owns 14,851 shares of the company’s stock worth $1,542,000 after acquiring an additional 204 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

DSI stock traded up $1.18 during mid-day trading on Tuesday, hitting $101.58. 7,891 shares of the company were exchanged, compared to its average volume of 112,688. The firm has a market cap of $4.48 billion, a P/E ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $77.47 and a 1-year high of $107.95. The firm’s 50 day simple moving average is $103.72 and its 200 day simple moving average is $100.04.

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.