McClarren Financial Advisors Inc. Sells 12,277 Shares of iShares ESG MSCI KLD 400 ETF $DSI

McClarren Financial Advisors Inc. cut its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 36.3% in the third quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 21,502 shares of the company’s stock after selling 12,277 shares during the quarter. iShares ESG MSCI KLD 400 ETF accounts for about 1.7% of McClarren Financial Advisors Inc.’s portfolio, making the stock its 14th biggest holding. McClarren Financial Advisors Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,708,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also bought and sold shares of the company. Sound Stewardship LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth approximately $215,000. Prism Advisors Inc. lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 2.9% in the third quarter. Prism Advisors Inc. now owns 4,397 shares of the company’s stock worth $554,000 after purchasing an additional 123 shares in the last quarter. Farther Finance Advisors LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 11.1% during the third quarter. Farther Finance Advisors LLC now owns 14,136 shares of the company’s stock worth $1,780,000 after purchasing an additional 1,410 shares during the last quarter. SK Wealth Management LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 12.3% during the third quarter. SK Wealth Management LLC now owns 4,794 shares of the company’s stock worth $608,000 after purchasing an additional 524 shares during the last quarter. Finally, Diversified Enterprises LLC grew its position in iShares ESG MSCI KLD 400 ETF by 2.5% in the third quarter. Diversified Enterprises LLC now owns 35,207 shares of the company’s stock valued at $4,434,000 after purchasing an additional 847 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Up 0.4%

Shares of DSI stock opened at $130.24 on Wednesday. The firm’s fifty day moving average price is $127.81 and its two-hundred day moving average price is $122.84. iShares ESG MSCI KLD 400 ETF has a 1 year low of $89.16 and a 1 year high of $131.54. The firm has a market capitalization of $5.08 billion, a P/E ratio of 26.56 and a beta of 1.05.

iShares ESG MSCI KLD 400 ETF Company 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.