iShares ESG MSCI KLD 400 ETF $DSI Shares Sold by Wealth Enhancement Advisory Services LLC

Wealth Enhancement Advisory Services LLC lowered its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.1% in the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 20,236 shares of the company’s stock after selling 442 shares during the period. Wealth Enhancement Advisory Services LLC owned about 0.05% of iShares ESG MSCI KLD 400 ETF worth $2,381,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently added to or reduced their stakes in the business. Investors Research Corp raised its position in iShares ESG MSCI KLD 400 ETF by 0.7% during the second quarter. Investors Research Corp now owns 15,166 shares of the company’s stock worth $1,762,000 after acquiring an additional 107 shares during the last quarter. Revolve Wealth Partners LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the fourth 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 last quarter. WoodTrust Financial Corp raised its position in shares of iShares ESG MSCI KLD 400 ETF by 1.2% in the first quarter. WoodTrust Financial Corp now owns 12,018 shares of the company’s stock valued at $1,231,000 after buying an additional 137 shares during the last quarter. Impact Investors Inc raised its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the first quarter. Impact Investors Inc now owns 20,857 shares of the company’s stock valued at $2,136,000 after buying an additional 139 shares during the last quarter. Finally, Long Run Wealth Advisors LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 1.5% in the first quarter. Long Run Wealth Advisors LLC now owns 9,453 shares of the company’s stock valued at $968,000 after buying an additional 143 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA:DSI opened at $124.69 on Friday. The firm has a 50 day simple moving average of $121.63 and a 200-day simple moving average of $112.43. The firm has a market cap of $4.96 billion, a PE ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $125.98.

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.