Francis Financial Inc. Has $12.34 Million Position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Francis Financial Inc. cut its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 0.5% in the fourth quarter, HoldingsChannel.com reports. The fund owned 135,561 shares of the company’s stock after selling 622 shares during the period. iShares MSCI KLD 400 Social ETF accounts for 5.3% of Francis Financial Inc.’s holdings, making the stock its 6th biggest position. Francis Financial Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $12,343,000 at the end of the most recent reporting period.

A number of other large investors have also added to or reduced their stakes in DSI. Envestnet Portfolio Solutions Inc. bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at $53,438,000. Dunhill Financial LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the second quarter valued at approximately $19,845,000. Bank of New York Mellon Corp grew its position in shares of iShares MSCI KLD 400 Social ETF by 26.9% during the third quarter. Bank of New York Mellon Corp now owns 1,111,368 shares of the company’s stock valued at $90,476,000 after purchasing an additional 235,262 shares in the last quarter. Cerity Partners LLC increased its holdings in shares of iShares MSCI KLD 400 Social ETF by 237.4% in the second quarter. Cerity Partners LLC now owns 245,322 shares of the company’s stock worth $20,649,000 after purchasing an additional 172,623 shares during the last quarter. Finally, LPL Financial LLC lifted its position in shares of iShares MSCI KLD 400 Social ETF by 16.4% in the third quarter. LPL Financial LLC now owns 692,729 shares of the company’s stock worth $56,395,000 after buying an additional 97,429 shares in the last quarter.

iShares MSCI KLD 400 Social ETF Stock Performance

Shares of DSI opened at $100.84 on Friday. The stock has a 50-day simple moving average of $96.83 and a 200-day simple moving average of $89.49. iShares MSCI KLD 400 Social ETF has a 1 year low of $75.85 and a 1 year high of $101.16. The stock has a market capitalization of $4.47 billion, a PE 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.