Blume Capital Management Inc. Trims Stock Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Blume Capital Management Inc. cut its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 7.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,500 shares of the company’s stock after selling 263 shares during the quarter. Blume Capital Management Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $386,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other large investors have also recently bought and sold shares of the company. Financial Life Planners purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $38,000. Synergy Asset Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $44,000. Adirondack Trust Co. grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after buying an additional 90 shares during the last quarter. Bristlecone Advisors LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 37.7% in the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock worth $94,000 after buying an additional 234 shares during the period. Finally, Princeton Global Asset Management LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $107,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI stock opened at $101.98 on Friday. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78. The stock has a market capitalization of $4.26 billion, a PE ratio of 28.09 and a beta of 1.05. The business has a 50-day moving average of $110.45 and a 200 day moving average of $110.26.

iShares ESG MSCI KLD 400 ETF Company 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.