Betterment LLC Has $48.14 Million Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Betterment LLC cut its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.7% in the 3rd quarter, according to its most recent Form 13F filing with the SEC. The fund owned 382,197 shares of the company’s stock after selling 14,736 shares during the period. Betterment LLC owned 0.98% of iShares ESG MSCI KLD 400 ETF worth $48,138,000 as of its most recent filing with the SEC.

A number of other hedge funds have also recently bought and sold shares of DSI. First Horizon Corp bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth approximately $934,000. Fifth Third Wealth Advisors LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 8.5% in the third quarter. Fifth Third Wealth Advisors LLC now owns 72,741 shares of the company’s stock valued at $9,162,000 after buying an additional 5,705 shares in the last quarter. Allianz SE increased its holdings in iShares ESG MSCI KLD 400 ETF by 8.1% during the second quarter. Allianz SE now owns 45,284 shares of the company’s stock worth $5,260,000 after buying an additional 3,384 shares during the last quarter. Gilbert Capital Group Inc. acquired a new position in iShares ESG MSCI KLD 400 ETF during the second quarter worth $5,176,000. Finally, Bahl & Gaynor Inc. bought a new stake in iShares ESG MSCI KLD 400 ETF during the second quarter worth $219,000.

iShares ESG MSCI KLD 400 ETF Price Performance

iShares ESG MSCI KLD 400 ETF stock opened at $124.57 on Friday. The company’s 50-day moving average is $129.47 and its 200-day moving average is $127.50. The firm has a market capitalization of $4.90 billion, a PE ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $89.16 and a fifty-two week high of $132.89.

About iShares ESG MSCI KLD 400 ETF

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.