Fingerlakes Wealth Management Inc. Grows Position in iShares ESG MSCI KLD 400 ETF $DSI

Fingerlakes Wealth Management Inc. lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 0.5% in the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The firm owned 18,886 shares of the company’s stock after purchasing an additional 98 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises approximately 1.6% of Fingerlakes Wealth Management Inc.’s investment portfolio, making the stock its 21st biggest position. Fingerlakes Wealth Management Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,194,000 as of its most recent SEC filing.

A number of other hedge funds have also modified their holdings of the business. Princeton Global Asset Management LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 13.8% during the 2nd quarter. Princeton Global Asset Management LLC now owns 1,170 shares of the company’s stock worth $136,000 after purchasing an additional 142 shares during the period. Two West Capital Advisors LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth $247,000. Harbor Asset Planning Inc. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth $694,000. Mutual Advisors LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth $233,000. Finally, Harbour Investments Inc. grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.3% during the 2nd quarter. Harbour Investments Inc. now owns 7,528 shares of the company’s stock worth $874,000 after purchasing an additional 239 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.7%

NYSEARCA DSI opened at $126.94 on Tuesday. The stock has a market cap of $4.99 billion, a PE ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $127.76. The stock has a fifty day simple moving average of $123.61 and a 200-day simple moving average of $115.08.

iShares ESG MSCI KLD 400 ETF 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.