WNY Asset Management LLC Takes Position in iShares ESG MSCI KLD 400 ETF $DSI

WNY Asset Management LLC bought a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 1st quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm bought 5,367 shares of the company’s stock, valued at approximately $650,000.

Other hedge funds also recently made changes to their positions in the company. Commonwealth Retirement Investments LLC bought a new stake in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at $31,000. IFP Advisors Inc grew its holdings in iShares ESG MSCI KLD 400 ETF by 96.5% in the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock worth $36,000 after acquiring an additional 136 shares during the last quarter. Financial Life Planners bought a new stake in iShares ESG MSCI KLD 400 ETF in the 1st quarter worth $36,000. Gerber Kawasaki Wealth & Investment Management purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at about $41,000. Finally, Qube Research & Technologies Ltd increased its position in shares of iShares ESG MSCI KLD 400 ETF by 1,222.6% in the third quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock valued at $52,000 after acquiring an additional 379 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 1.3%

Shares of NYSEARCA:DSI opened at $141.46 on Friday. The company has a market cap of $5.33 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. The company has a 50-day moving average price of $140.97 and a 200-day moving average price of $133.84. iShares ESG MSCI KLD 400 ETF has a 12 month low of $117.08 and a 12 month high of $144.71.

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. 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.