Blue Zone Wealth Advisors LLC Buys Shares of 3,026 iShares ESG MSCI KLD 400 ETF $DSI

Blue Zone Wealth Advisors LLC bought a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the second quarter, according to its most recent disclosure with the Securities and Exchange Commission. The institutional investor bought 3,026 shares of the company’s stock, valued at approximately $352,000.

A number of other institutional investors also recently made changes to their positions in DSI. Cornerstone Planning Group LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at approximately $26,000. Columbia River Financial Group LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at approximately $30,000. SouthState Corp acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at approximately $64,000. Oliver Lagore Vanvalin Investment Group acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter valued at approximately $75,000. Finally, Abound Financial LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at approximately $97,000.

iShares ESG MSCI KLD 400 ETF Trading Down 2.6%

DSI stock opened at $123.63 on Friday. The firm has a market cap of $4.86 billion, a P/E 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 $127.76. The stock’s 50 day simple moving average is $122.92 and its 200 day simple moving average is $113.89.

About iShares ESG MSCI KLD 400 ETF

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.