Francis Financial Inc. Has $11.82 Million Stake in iShares ESG MSCI KLD 400 ETF $DSI

Francis Financial Inc. reduced its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.4% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 93,843 shares of the company’s stock after selling 4,290 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises about 2.4% of Francis Financial Inc.’s portfolio, making the stock its 14th biggest position. Francis Financial Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $11,819,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other hedge funds and other institutional investors have also modified their holdings of DSI. Birch Hill Investment Advisors LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 2.1% during the 3rd quarter. Birch Hill Investment Advisors LLC now owns 3,879 shares of the company’s stock worth $489,000 after buying an additional 81 shares in the last quarter. JNBA Financial Advisors raised its position in shares of iShares ESG MSCI KLD 400 ETF by 3.1% during the third quarter. JNBA Financial Advisors now owns 2,748 shares of the company’s stock worth $346,000 after acquiring an additional 82 shares during the last quarter. Western Wealth Management LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.7% during the second quarter. Western Wealth Management LLC now owns 5,261 shares of the company’s stock valued at $611,000 after acquiring an additional 86 shares during the period. Geneos Wealth Management Inc. lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.0% during the third quarter. Geneos Wealth Management Inc. now owns 4,669 shares of the company’s stock valued at $588,000 after acquiring an additional 90 shares during the period. Finally, Fingerlakes Wealth Management Inc. boosted its holdings in iShares ESG MSCI KLD 400 ETF by 0.5% in the second quarter. Fingerlakes Wealth Management Inc. now owns 18,886 shares of the company’s stock valued at $2,194,000 after acquiring an additional 98 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 2.3%

Shares of DSI stock opened at $129.84 on Monday. The firm has a market cap of $5.10 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $132.89. The stock has a 50-day moving average price of $129.77 and a 200 day moving average price of $126.26.

iShares ESG MSCI KLD 400 ETF Company 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.