Jones Financial Companies Lllp Buys 3,987 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Jones Financial Companies Lllp lifted its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 67.7% in the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 9,880 shares of the company’s stock after buying an additional 3,987 shares during the period. Jones Financial Companies Lllp’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,089,000 at the end of the most recent reporting period.

Several other hedge funds have also made changes to their positions in the stock. Adirondack Trust Co. lifted its stake 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 buying an additional 90 shares during the period. Savvy Advisors Inc. raised its position in iShares ESG MSCI KLD 400 ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after purchasing an additional 112 shares in the last quarter. Sax Wealth Advisors LLC raised its position in iShares ESG MSCI KLD 400 ETF by 3.3% in the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after purchasing an additional 115 shares in the last quarter. Revolve Wealth Partners LLC raised its position in iShares ESG MSCI KLD 400 ETF by 0.7% in the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after purchasing an additional 119 shares in the last quarter. Finally, West Financial Advisors LLC raised its position in iShares ESG MSCI KLD 400 ETF by 2.7% in the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock worth $552,000 after purchasing an additional 131 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.7 %

NYSEARCA:DSI opened at $106.19 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month high of $115.78. The firm has a market capitalization of $4.44 billion, a PE ratio of 28.09 and a beta of 1.05. The firm has a 50-day moving average price of $111.07 and a 200 day moving average price of $110.36.

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.