Envestnet Asset Management Inc. Reduces Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Envestnet Asset Management Inc. trimmed its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.0% in the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 1,925,456 shares of the company’s stock after selling 59,045 shares during the quarter. Envestnet Asset Management Inc. owned approximately 4.94% of iShares ESG MSCI KLD 400 ETF worth $242,511,000 at the end of the most recent quarter.

Several other institutional investors have also added to or reduced their stakes in DSI. Bank of New York Mellon Corp raised its holdings in iShares ESG MSCI KLD 400 ETF by 1.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,169,621 shares of the company’s stock worth $147,314,000 after purchasing an additional 21,148 shares during the period. Sei Investments Co. lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 4.7% during the 2nd quarter. Sei Investments Co. now owns 290,834 shares of the company’s stock valued at $33,783,000 after buying an additional 12,968 shares in the last quarter. Goldman Sachs Group Inc. grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 7.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 269,934 shares of the company’s stock valued at $27,644,000 after acquiring an additional 17,894 shares during the period. Truist Financial Corp increased its holdings in iShares ESG MSCI KLD 400 ETF by 3.3% in the 3rd quarter. Truist Financial Corp now owns 192,740 shares of the company’s stock worth $24,276,000 after acquiring an additional 6,204 shares in the last quarter. Finally, Cetera Investment Advisers increased its holdings in iShares ESG MSCI KLD 400 ETF by 10.9% in the 2nd quarter. Cetera Investment Advisers now owns 177,917 shares of the company’s stock worth $20,667,000 after acquiring an additional 17,439 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA:DSI opened at $126.86 on Friday. The company has a market capitalization of $4.99 billion, a P/E ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $132.89. The firm’s 50 day simple moving average is $129.73 and its two-hundred day simple moving average is $126.09.

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.