Steward Partners Investment Advisory LLC Boosts Stake in iShares ESG MSCI KLD 400 ETF $DSI

Steward Partners Investment Advisory LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.0% during the second quarter, Holdings Channel.com reports. The institutional investor owned 27,322 shares of the company’s stock after buying an additional 788 shares during the quarter. Steward Partners Investment Advisory LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $3,174,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds have also recently made changes to their positions in DSI. Hantz Financial Services Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth about $48,000. SouthState Corp acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth about $64,000. Oliver Lagore Vanvalin Investment Group acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the second quarter worth about $75,000. Atlantic Union Bankshares Corp purchased a new stake in iShares ESG MSCI KLD 400 ETF in the second quarter valued at approximately $81,000. Finally, DHJJ Financial Advisors Ltd. increased its holdings in iShares ESG MSCI KLD 400 ETF by 120.2% in the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 960 shares of the company’s stock worth $112,000 after buying an additional 524 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.6%

DSI opened at $127.79 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $131.54. The firm has a 50 day moving average of $126.77 and a two-hundred day moving average of $120.43. The firm has a market capitalization of $4.98 billion, a PE ratio of 26.56 and a beta of 1.05.

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.