Arkadios Wealth Advisors Reduces Stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Arkadios Wealth Advisors reduced its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 6.2% in the 1st quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 4,608 shares of the company’s stock after selling 303 shares during the period. Arkadios Wealth Advisors’ holdings in iShares ESG MSCI KLD 400 ETF were worth $472,000 as of its most recent SEC filing.

Several other hedge funds have also recently bought and sold shares of DSI. Revolve Wealth Partners LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 0.7% in the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after acquiring an additional 119 shares during the last quarter. WoodTrust Financial Corp boosted its holdings in iShares ESG MSCI KLD 400 ETF by 1.2% in the first quarter. WoodTrust Financial Corp now owns 12,018 shares of the company’s stock valued at $1,231,000 after acquiring an additional 137 shares during the last quarter. Impact Investors Inc boosted its holdings in iShares ESG MSCI KLD 400 ETF by 0.7% in the first quarter. Impact Investors Inc now owns 20,857 shares of the company’s stock valued at $2,136,000 after acquiring an additional 139 shares during the last quarter. Long Run Wealth Advisors LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 1.5% in the first quarter. Long Run Wealth Advisors LLC now owns 9,453 shares of the company’s stock valued at $968,000 after acquiring an additional 143 shares during the last quarter. Finally, Buttonwood Financial Group LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.4% during the first quarter. Buttonwood Financial Group LLC now owns 4,602 shares of the company’s stock worth $446,000 after purchasing an additional 152 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $120.32 on Tuesday. The stock’s 50-day moving average is $115.36 and its two-hundred day moving average is $109.22. The stock has a market cap of $4.81 billion, a PE ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $121.77.

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.