Investor s Fiduciary Advisor Network LLC Makes New $3.01 Million Investment in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Investor s Fiduciary Advisor Network LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 27,316 shares of the company’s stock, valued at approximately $3,011,000. iShares ESG MSCI KLD 400 ETF makes up 1.2% of Investor s Fiduciary Advisor Network LLC’s investment portfolio, making the stock its 19th largest holding. Investor s Fiduciary Advisor Network LLC owned about 0.06% of iShares ESG MSCI KLD 400 ETF as of its most recent filing with the SEC.

A number of other large investors also recently bought and sold shares of the business. WealthTrak Capital Management LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at about $36,000. Financial Life Planners acquired a new stake in iShares ESG MSCI KLD 400 ETF in the 4th quarter worth about $38,000. Transce3nd LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the 4th quarter worth approximately $38,000. Synergy Asset Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $44,000. Finally, Adirondack Trust Co. lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA:DSI opened at $105.01 on Friday. The business’s 50 day moving average price is $101.30 and its 200-day moving average price is $108.34. iShares ESG MSCI KLD 400 ETF has a 1 year low of $89.16 and a 1 year high of $115.78. The firm has a market capitalization of $4.34 billion, a PE ratio of 25.16 and a beta of 1.05.

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.