Diversified Enterprises LLC Acquires 4,262 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Diversified Enterprises LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 25.0% during the 4th quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 21,337 shares of the company’s stock after buying an additional 4,262 shares during the period. Diversified Enterprises LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,352,000 as of its most recent SEC filing.

Several other institutional investors also recently added to or reduced their stakes in the business. Adirondack Trust Co. increased its position in iShares ESG MSCI KLD 400 ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after buying an additional 90 shares during the period. Sax Wealth Advisors LLC increased its position in iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after buying an additional 115 shares during the period. Revolve Wealth Partners LLC increased its position in iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after buying an additional 119 shares during the period. West Financial Advisors LLC increased its position in iShares ESG MSCI KLD 400 ETF by 2.7% in the 4th quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock worth $552,000 after buying an additional 131 shares during the period. Finally, Tempus Wealth Planning LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 1.0% during the fourth quarter. Tempus Wealth Planning LLC now owns 13,531 shares of the company’s stock valued at $1,492,000 after purchasing an additional 136 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 2.2 %

DSI opened at $104.20 on Friday. The stock has a market cap of $4.36 billion, a PE ratio of 28.09 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The stock’s 50 day simple moving average is $110.30 and its 200-day simple moving average is $110.25.

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.