Boston Standard Wealth Management LLC Decreases Stock Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Boston Standard Wealth Management LLC trimmed its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.5% in the 1st quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 14,851 shares of the company’s stock after selling 386 shares during the period. iShares ESG MSCI KLD 400 ETF makes up 0.3% of Boston Standard Wealth Management LLC’s investment portfolio, making the stock its 23rd largest holding. Boston Standard Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,542,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds have also recently made changes to their positions in the stock. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 42.7% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 23,967 shares of the company’s stock valued at $2,642,000 after purchasing an additional 7,176 shares during the last quarter. Landaas & Co. WI ADV increased its holdings in iShares ESG MSCI KLD 400 ETF by 21.7% during the fourth quarter. Landaas & Co. WI ADV now owns 3,774 shares of the company’s stock valued at $416,000 after buying an additional 674 shares during the last quarter. Capital A Wealth Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $33,000. Heck Capital Advisors LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $1,302,000. Finally, Armis Advisers LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $361,000.

iShares ESG MSCI KLD 400 ETF Trading Down 0.6%

Shares of DSI stock opened at $110.70 on Friday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $115.78. The stock has a market cap of $4.54 billion, a P/E ratio of 25.64 and a beta of 1.05. The company has a 50 day simple moving average of $103.07 and a two-hundred day simple moving average of $108.29.

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.