Investor s Fiduciary Advisor Network LLC Trims Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Investor s Fiduciary Advisor Network LLC lowered its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 91.3% in the second quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,501 shares of the company’s stock after selling 15,737 shares during the quarter. Investor s Fiduciary Advisor Network LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $213,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors have also recently added to or reduced their stakes in DSI. Commonwealth Retirement Investments LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the 4th quarter worth $31,000. First Bancorp Inc ME acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter valued at about $36,000. IFP Advisors Inc raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 96.5% in the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after purchasing an additional 136 shares in the last quarter. Financial Life Planners bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth about $36,000. Finally, Gerber Kawasaki Wealth & Investment Management bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth about $41,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI opened at $147.40 on Friday. The company has a market capitalization of $5.55 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a one year low of $117.08 and a one year high of $148.93. The stock has a 50-day simple moving average of $143.70 and a 200 day simple moving average of $136.71.

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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.