Wealthspire Advisors LLC Lowers Stock Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Wealthspire Advisors LLC lessened its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.6% during the 4th quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The firm owned 36,467 shares of the company’s stock after selling 1,742 shares during the period. Wealthspire Advisors LLC owned 0.08% of iShares ESG MSCI KLD 400 ETF worth $4,021,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Financial Life Planners purchased a new stake in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at approximately $38,000. Synergy Asset Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth approximately $44,000. Bristlecone Advisors LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth approximately $68,000. Adirondack Trust Co. boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after acquiring an additional 90 shares in the last quarter. Finally, Princeton Global Asset Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth approximately $107,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA:DSI opened at $110.90 on Monday. The business’s 50 day simple moving average is $112.03 and its 200-day simple moving average is $110.11. The firm has a market capitalization of $4.90 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares ESG MSCI KLD 400 ETF has a 12 month low of $94.05 and a 12 month high of $115.78.

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.