iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Shares Sold by Gen Wealth Partners Inc

Gen Wealth Partners Inc lowered its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.8% during the first quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 3,059 shares of the company’s stock after selling 120 shares during the period. Gen Wealth Partners Inc’s holdings in iShares ESG MSCI KLD 400 ETF were worth $313,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also modified their holdings of the company. Freedom Investment Management Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at $203,000. Headinvest LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 14.4% during the 4th quarter. Headinvest LLC now owns 49,595 shares of the company’s stock valued at $5,468,000 after buying an additional 6,228 shares during the last quarter. LifePlan Investment Advisors Inc. grew its holdings in iShares ESG MSCI KLD 400 ETF by 30.3% during the 4th quarter. LifePlan Investment Advisors Inc. now owns 5,382 shares of the company’s stock valued at $593,000 after buying an additional 1,253 shares during the last quarter. Bank of New York Mellon Corp grew its holdings in iShares ESG MSCI KLD 400 ETF by 8.8% during the 1st quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock valued at $113,681,000 after buying an additional 89,622 shares during the last quarter. Finally, White Lighthouse Investment Management Inc. grew its holdings in iShares ESG MSCI KLD 400 ETF by 1.8% during the 1st quarter. White Lighthouse Investment Management Inc. now owns 15,215 shares of the company’s stock valued at $1,558,000 after buying an additional 271 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.3%

DSI stock opened at $121.07 on Friday. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $122.04. The stock’s fifty day simple moving average is $117.25 and its 200-day simple moving average is $109.75. The stock has a market capitalization of $4.82 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02.

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.