Wealthfront Advisers LLC Grows Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Wealthfront Advisers LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 55.8% during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 31,817 shares of the company’s stock after purchasing an additional 11,394 shares during the period. Wealthfront Advisers LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $4,007,000 at the end of the most recent quarter.

A number of other institutional investors have also modified their holdings of the company. Kilter Group LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the second quarter valued at approximately $25,000. Evolution Wealth Management Inc. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth $44,000. Hantz Financial Services Inc. acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the second quarter worth $48,000. Atlantic Union Bankshares Corp purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the second quarter valued at $81,000. Finally, Princeton Global Asset Management LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 13.8% in the second quarter. Princeton Global Asset Management LLC now owns 1,170 shares of the company’s stock valued at $136,000 after purchasing an additional 142 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.1%

NYSEARCA DSI opened at $128.83 on Friday. The business’s 50-day moving average price is $129.90 and its 200 day moving average price is $126.51. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $132.89. The company has a market capitalization of $5.06 billion, a PE ratio of 26.56 and a beta of 1.05.

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.