Envestnet Portfolio Solutions Inc. lessened its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 8.2% in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 566,551 shares of the company’s stock after selling 50,694 shares during the quarter. Envestnet Portfolio Solutions Inc. owned 1.28% of iShares ESG MSCI KLD 400 ETF worth $62,462,000 as of its most recent filing with the Securities and Exchange Commission (SEC).
Other large investors have also recently made changes to their positions in the company. Financial Life Planners purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth about $38,000. Synergy Asset Management LLC bought a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $44,000. Adirondack Trust Co. boosted its stake in iShares ESG MSCI KLD 400 ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares during the last quarter. Bristlecone Advisors LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 37.7% during the 4th quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after acquiring an additional 234 shares during the period. 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 Trading Up 2.2 %
NYSEARCA:DSI opened at $104.20 on Friday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $94.05 and a 12 month high of $115.78. The firm’s 50 day moving average is $110.30 and its 200 day moving average is $110.28. The stock has a market capitalization of $4.36 billion, a PE ratio of 28.09 and a beta of 1.05.
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.
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