McClarren Financial Advisors Inc. Has $2.71 Million Stock Holdings in iShares ESG MSCI KLD 400 ETF $DSI

McClarren Financial Advisors Inc. trimmed its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 36.3% during the 3rd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 21,502 shares of the company’s stock after selling 12,277 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up about 1.7% of McClarren Financial Advisors Inc.’s investment portfolio, making the stock its 14th biggest position. McClarren Financial Advisors Inc. owned 0.05% of iShares ESG MSCI KLD 400 ETF worth $2,708,000 at the end of the most recent reporting period.

A number of other hedge funds have also recently added to or reduced their stakes in DSI. Kilter Group LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the 2nd quarter worth approximately $25,000. Evolution Wealth Management Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth $44,000. Hantz Financial Services Inc. bought a new position in iShares ESG MSCI KLD 400 ETF during the second quarter worth about $48,000. Oliver Lagore Vanvalin Investment Group acquired a new position in iShares ESG MSCI KLD 400 ETF in the second quarter valued at about $75,000. Finally, Atlantic Union Bankshares Corp bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the second quarter worth about $81,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $130.24 on Wednesday. The firm has a market capitalization of $5.08 billion, a PE ratio of 26.56 and a beta of 1.05. The stock has a 50 day simple moving average of $127.81 and a 200 day simple moving average of $122.84. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $131.54.

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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.