Kathmere Capital Management LLC Trims Position in iShares ESG MSCI KLD 400 ETF $DSI

Kathmere Capital Management LLC trimmed its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 30.7% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 6,310 shares of the company’s stock after selling 2,801 shares during the period. Kathmere Capital Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $733,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors have also recently made changes to their positions in the business. Cornerstone Planning Group LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the 1st quarter worth approximately $26,000. Columbia River Financial Group LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth about $30,000. Clean Yield Group purchased a new position in iShares ESG MSCI KLD 400 ETF during the first quarter valued at approximately $36,000. SouthState Corp purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the first quarter valued at approximately $64,000. Finally, Oliver Lagore Vanvalin Investment Group acquired a new position in iShares ESG MSCI KLD 400 ETF during the second quarter worth $75,000.

iShares ESG MSCI KLD 400 ETF Trading Up 0.8%

DSI opened at $124.69 on Friday. The stock’s 50-day moving average price is $121.63 and its 200 day moving average price is $112.43. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $125.98. The firm has a market cap of $4.96 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02.

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.