Guardian Wealth Advisors LLC NC Raises Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Guardian Wealth Advisors LLC NC increased its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 74.7% in the 4th quarter, Holdings Channel reports. The firm owned 1,013 shares of the company’s stock after buying an additional 433 shares during the period. Guardian Wealth Advisors LLC NC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $112,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds have also recently made changes to their positions in the company. Trillium Asset Management LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 107.0% during the fourth quarter. Trillium Asset Management LLC now owns 153,031 shares of the company’s stock valued at $16,871,000 after purchasing an additional 79,096 shares during the last quarter. Freedom Investment Management Inc. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $203,000. Wealth Enhancement Advisory Services LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after purchasing an additional 1,415 shares during the last quarter. RWA Wealth Partners LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 4.6% during the fourth quarter. RWA Wealth Partners LLC now owns 9,005 shares of the company’s stock valued at $993,000 after purchasing an additional 393 shares during the last quarter. Finally, Merit Financial Group LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 47.8% during the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after purchasing an additional 1,612 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.1%

DSI opened at $105.01 on Monday. The firm has a 50 day moving average price of $101.30 and a 200-day moving average price of $108.33. The stock has a market capitalization of $4.34 billion, a price-to-earnings ratio of 25.16 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $115.78.

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.