Asset Dedication LLC Increases Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Asset Dedication LLC lifted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3,187.9% during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The firm owned 1,085 shares of the company’s stock after buying an additional 1,052 shares during the quarter. Asset Dedication LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $111,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Cornerstone Planning Group LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth approximately $26,000. Columbia River Financial Group LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 1st quarter valued at approximately $30,000. Capital A Wealth Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at approximately $33,000. WealthTrak Capital Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at approximately $36,000. Finally, Clean Yield Group purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 1st quarter valued at approximately $36,000.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA:DSI opened at $117.59 on Tuesday. The firm has a market capitalization of $4.73 billion, a PE ratio of 26.56 and a beta of 1.02. The business’s fifty day moving average price is $112.32 and its 200 day moving average price is $108.37. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $118.15.

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.