Midland Wealth Advisors LLC Reduces Position in iShares ESG MSCI KLD 400 ETF $DSI

Midland Wealth Advisors LLC trimmed its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 13.3% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 3,973 shares of the company’s stock after selling 610 shares during the quarter. Midland Wealth Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $462,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Hantz Financial Services Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter valued at about $48,000. SouthState Corp purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter valued at approximately $64,000. Oliver Lagore Vanvalin Investment Group bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter valued at about $75,000. Atlantic Union Bankshares Corp bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter worth approximately $81,000. Finally, Asset Dedication LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 3,187.9% in the 1st quarter. Asset Dedication LLC now owns 1,085 shares of the company’s stock worth $111,000 after buying an additional 1,052 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA:DSI opened at $126.60 on Monday. The company has a market capitalization of $4.94 billion, a PE ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $131.54. The business has a fifty day moving average price of $125.63 and a 200-day moving average price of $118.35.

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.