iShares ESG MSCI KLD 400 ETF $DSI Stock Position Lessened by Eley Financial Management Inc

Eley Financial Management Inc reduced its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.4% during the second quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,582 shares of the company’s stock after selling 1,040 shares during the quarter. Eley Financial Management Inc’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,623,000 at the end of the most recent reporting period.

Several other institutional investors have also bought and sold shares of DSI. Revolve Wealth Partners LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after buying an additional 119 shares in the last quarter. IFP Advisors Inc increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 166.0% during the first quarter. IFP Advisors Inc now owns 1,266 shares of the company’s stock valued at $130,000 after acquiring an additional 790 shares during the period. AE Wealth Management LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 491.7% during the first quarter. AE Wealth Management LLC now owns 16,763 shares of the company’s stock valued at $1,717,000 after acquiring an additional 13,930 shares during the period. Pinnacle Associates Ltd. bought a new stake in iShares ESG MSCI KLD 400 ETF during the first quarter worth approximately $232,000. Finally, Avantax Advisory Services Inc. lifted its position in iShares ESG MSCI KLD 400 ETF by 26.1% in the first quarter. Avantax Advisory Services Inc. now owns 25,887 shares of the company’s stock worth $2,651,000 after purchasing an additional 5,365 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI stock opened at $124.42 on Friday. iShares ESG MSCI KLD 400 ETF has a 1 year low of $89.16 and a 1 year high of $131.54. The business’s fifty day moving average is $126.52 and its 200-day moving average is $119.91. The stock has a market cap of $4.85 billion, a PE ratio of 26.56 and a beta of 1.05.

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.