iShares ESG MSCI KLD 400 ETF $DSI Shares Sold by Investor s Fiduciary Advisor Network LLC

Investor s Fiduciary Advisor Network LLC reduced its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 91.3% in the second quarter, Holdings Channel.com reports. The institutional investor owned 1,501 shares of the company’s stock after selling 15,737 shares during the period. Investor s Fiduciary Advisor Network LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $213,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other large investors have also recently added to or reduced their stakes in the stock. WHI TRUST Co LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth about $1,582,000. Elyxium Wealth LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $812,000. Diversify Wealth Management LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter worth about $717,000. Global Retirement Partners LLC grew its position in iShares ESG MSCI KLD 400 ETF by 19,185.3% in the 4th quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock worth $28,597,000 after purchasing an additional 220,823 shares during the last quarter. Finally, McClarren Financial Advisors Inc. increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 159.9% in the first quarter. McClarren Financial Advisors Inc. now owns 33,362 shares of the company’s stock valued at $4,043,000 after purchasing an additional 20,526 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 0.4%

DSI opened at $147.40 on Friday. The business’s 50 day moving average is $143.70 and its 200-day moving average is $136.71. The stock has a market cap of $5.55 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a twelve month low of $117.08 and a twelve month high of $148.93.

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.