Allworth Financial LP Has $2.78 Million Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Allworth Financial LP trimmed its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 15.4% during the fourth quarter, Holdings Channel reports. The firm owned 21,571 shares of the company’s stock after selling 3,931 shares during the period. Allworth Financial LP’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,779,000 at the end of the most recent reporting period.

A number of other institutional investors also recently added to or reduced their stakes in DSI. TrueWealth Financial Partners acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth approximately $3,910,000. Fingerlakes Wealth Management Inc. boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 5.1% in the 4th quarter. Fingerlakes Wealth Management Inc. now owns 20,138 shares of the company’s stock worth $2,594,000 after acquiring an additional 970 shares in the last quarter. Ameritas Advisory Services LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 28,951.0% in the 4th quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock worth $12,613,000 after acquiring an additional 97,565 shares in the last quarter. World Investment Advisors boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 9.6% in the 4th quarter. World Investment Advisors now owns 9,484 shares of the company’s stock worth $1,155,000 after acquiring an additional 829 shares in the last quarter. Finally, Bailard Inc. boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 0.6% in the 4th quarter. Bailard Inc. now owns 30,946 shares of the company’s stock worth $3,987,000 after acquiring an additional 195 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $140.76 on Friday. The company has a market capitalization of $5.29 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a one year low of $108.46 and a one year high of $143.20. The business’s 50 day simple moving average is $129.08 and its 200-day simple moving average is $129.07.

About iShares ESG MSCI KLD 400 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. 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.