iShares ESG MSCI KLD 400 ETF $DSI Shares Acquired by Wealthfront Advisers LLC

Wealthfront Advisers LLC boosted its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 19.0% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The institutional investor owned 31,548 shares of the company’s stock after purchasing an additional 5,046 shares during the period. Wealthfront Advisers LLC owned approximately 0.08% of iShares ESG MSCI KLD 400 ETF worth $3,823,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the stock. Arete Wealth Advisors LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 2.6% in the fourth quarter. Arete Wealth Advisors LLC now owns 3,478 shares of the company’s stock worth $448,000 after buying an additional 88 shares during the period. HB Wealth Management LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.5% in the first quarter. HB Wealth Management LLC now owns 19,330 shares of the company’s stock valued at $2,343,000 after buying an additional 104 shares in the last quarter. Richmond Investment Services LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 4.7% during the 4th quarter. Richmond Investment Services LLC now owns 2,633 shares of the company’s stock valued at $339,000 after buying an additional 118 shares during the period. Arkadios Wealth Advisors raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.4% during the 4th quarter. Arkadios Wealth Advisors now owns 3,630 shares of the company’s stock valued at $468,000 after buying an additional 118 shares during the period. Finally, Revolve Wealth Partners LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after buying an additional 119 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Performance

iShares ESG MSCI KLD 400 ETF stock opened at $139.65 on Monday. The firm has a market capitalization of $5.25 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a one year low of $117.08 and a one year high of $144.71. The stock’s 50 day moving average price is $141.36 and its 200 day moving average price is $133.24.

iShares ESG MSCI KLD 400 ETF 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.