Golden State Wealth Management LLC Reduces Stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Golden State Wealth Management LLC reduced its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.9% during the 1st quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 6,460 shares of the company’s stock after selling 332 shares during the period. Golden State Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $662,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in DSI. Brooklyn FI LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 6,323.3% during the 4th quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock worth $44,263,000 after buying an additional 390,024 shares during the last quarter. Essential Planning LLC. grew its position in shares of iShares ESG MSCI KLD 400 ETF by 6,218.7% during the fourth quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock worth $26,080,000 after acquiring an additional 229,904 shares during the last quarter. Raymond James Financial Inc. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth approximately $21,001,000. LPL Financial LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 22.9% during the fourth quarter. LPL Financial LLC now owns 1,005,714 shares of the company’s stock worth $110,880,000 after acquiring an additional 187,597 shares during the last quarter. Finally, Bank of America Corp DE grew its position in shares of iShares ESG MSCI KLD 400 ETF by 8.5% during the fourth quarter. Bank of America Corp DE now owns 1,691,058 shares of the company’s stock worth $186,439,000 after acquiring an additional 132,735 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $114.95 on Friday. iShares ESG MSCI KLD 400 ETF has a 1 year low of $89.16 and a 1 year high of $115.78. The company’s fifty day moving average is $108.32 and its two-hundred day moving average is $108.13. The company has a market capitalization of $4.66 billion, a P/E ratio of 25.64 and a beta of 1.06.

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.