Quest Capital Management Inc. ADV Invests $2.11 Million in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Quest Capital Management Inc. ADV acquired a new position in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor acquired 19,291 shares of the company’s stock, valued at approximately $2,110,000. iShares MSCI KLD 400 Social ETF comprises 0.5% of Quest Capital Management Inc. ADV’s investment portfolio, making the stock its 21st biggest holding. Quest Capital Management Inc. ADV owned 0.14% of iShares MSCI KLD 400 Social ETF as of its most recent filing with the Securities & Exchange Commission.

Several other institutional investors also recently modified their holdings of DSI. JPMorgan Chase & Co. grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 7.2% in the first quarter. JPMorgan Chase & Co. now owns 592,156 shares of the company’s stock valued at $62,461,000 after acquiring an additional 39,823 shares in the last quarter. Envestnet Asset Management Inc. grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 50.8% in the second quarter. Envestnet Asset Management Inc. now owns 131,377 shares of the company’s stock valued at $14,367,000 after acquiring an additional 44,261 shares in the last quarter. US Bancorp DE grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 1.9% in the first quarter. US Bancorp DE now owns 114,142 shares of the company’s stock valued at $12,039,000 after acquiring an additional 2,164 shares in the last quarter. Creative Planning grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 36.3% in the second quarter. Creative Planning now owns 103,198 shares of the company’s stock valued at $11,286,000 after acquiring an additional 27,470 shares in the last quarter. Finally, Fiduciary Trust Co. grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 146.7% in the first quarter. Fiduciary Trust Co. now owns 37,181 shares of the company’s stock valued at $3,922,000 after acquiring an additional 22,109 shares in the last quarter.

Shares of DSI stock traded up $1.42 during trading on Monday, hitting $109.60. The company’s stock had a trading volume of 4,800 shares, compared to its average volume of 63,464. The business has a fifty day moving average of $110.66 and a 200-day moving average of $107.11. iShares MSCI KLD 400 Social ETF has a 52 week low of $87.16 and a 52 week high of $113.41.

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.

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Institutional Ownership by Quarter for iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

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