Market Street Wealth Management Advisors LLC Has $418,000 Holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Market Street Wealth Management Advisors LLC decreased its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 2.6% during the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 4,972 shares of the company’s stock after selling 133 shares during the quarter. Market Street Wealth Management Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $418,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds have also bought and sold shares of the stock. Carmel Capital Partners LLC acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the first quarter valued at about $34,000. Wells Financial Advisors INC boosted its holdings in iShares MSCI KLD 400 Social ETF by 195.7% in the first quarter. Wells Financial Advisors INC now owns 544 shares of the company’s stock valued at $42,000 after acquiring an additional 360 shares during the last quarter. Coppell Advisory Solutions Corp. acquired a new stake in iShares MSCI KLD 400 Social ETF during the 4th quarter valued at approximately $44,000. Retirement Group LLC raised its holdings in iShares MSCI KLD 400 Social ETF by 654.4% during the 4th quarter. Retirement Group LLC now owns 679 shares of the company’s stock worth $49,000 after purchasing an additional 589 shares during the last quarter. Finally, Hall Laurie J Trustee acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the 1st quarter worth approximately $70,000.

iShares MSCI KLD 400 Social ETF Stock Performance

NYSEARCA:DSI opened at $84.88 on Tuesday. iShares MSCI KLD 400 Social ETF has a 52 week low of $64.72 and a 52 week high of $87.54. The firm’s fifty day moving average is $85.39 and its 200-day moving average is $81.15. The firm has a market cap of $3.76 billion, a P/E ratio of 20.24 and a beta of 1.02.

About iShares MSCI KLD 400 Social ETF

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.