Assetmark Inc. Sells 6,159 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Assetmark Inc. lowered its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 11.9% in the first quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 45,714 shares of the company’s stock after selling 6,159 shares during the quarter. Assetmark Inc. owned 0.12% of iShares ESG MSCI KLD 400 ETF worth $5,540,000 at the end of the most recent reporting period.

Several other hedge funds also recently made changes to their positions in the business. Gould Asset Management LLC CA boosted its position in iShares ESG MSCI KLD 400 ETF by 4.5% during the first quarter. Gould Asset Management LLC CA now owns 7,510 shares of the company’s stock valued at $910,000 after purchasing an additional 322 shares during the last quarter. Sofi Wealth LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 24.7% during the 1st quarter. Sofi Wealth LLC now owns 42,790 shares of the company’s stock worth $5,186,000 after purchasing an additional 8,482 shares during the last quarter. Birchwood Financial Partners Inc. raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 19.0% during the 1st quarter. Birchwood Financial Partners Inc. now owns 5,093 shares of the company’s stock worth $617,000 after purchasing an additional 814 shares in the last quarter. Wealthfront Advisers LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 19.0% during the 1st quarter. Wealthfront Advisers LLC now owns 31,548 shares of the company’s stock worth $3,823,000 after purchasing an additional 5,046 shares in the last quarter. Finally, D.A. Davidson & CO. raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 6.2% during the 1st quarter. D.A. Davidson & CO. now owns 9,092 shares of the company’s stock worth $1,102,000 after purchasing an additional 532 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Up 0.7%

NYSEARCA DSI opened at $140.59 on Wednesday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $117.08 and a 12 month high of $144.71. The stock has a 50 day moving average of $141.34 and a 200-day moving average of $133.39. The company has a market cap of $5.29 billion, a PE ratio of 26.56 and a beta of 1.07.

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.