Williams Financial invests $7.84M in iShares MSCI KLD 400 Social ETF, diversifies portfolio with socially responsible and value-oriented funds.

Williams Financial LLC has made a significant investment totaling $7.84 million in the iShares MSCI KLD 400 Social ETF (DSI). Additionally, the firm has invested $1.35 million in the iShares Core S&P 500 ETF (IVV) and $272,000 in the iShares Russell 1000 Value ETF (IWD). These investments reflect Williams Financial's strategy in diversifying its portfolio with a focus on socially responsible and value-oriented funds.

September 15, 2024
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