Maia Wealth LLC Purchases 158 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Maia Wealth LLC boosted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 1.9% during the fourth quarter, HoldingsChannel reports. The fund owned 8,487 shares of the company’s stock after buying an additional 158 shares during the quarter. Maia Wealth LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $950,000 as of its most recent filing with the SEC.

Other institutional investors have also added to or reduced their stakes in the company. Financial Life Planners bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $38,000. Synergy Asset Management LLC bought a new stake in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at $44,000. Adirondack Trust Co. raised its holdings in iShares ESG MSCI KLD 400 ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares during the period. Bristlecone Advisors LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 37.7% in the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock worth $94,000 after acquiring an additional 234 shares during the period. Finally, Princeton Global Asset Management LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at $107,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI opened at $109.10 on Friday. iShares ESG MSCI KLD 400 ETF has a 52-week low of $94.05 and a 52-week high of $115.78. The business’s fifty day moving average is $111.73 and its 200 day moving average is $110.33. The firm has a market cap of $4.56 billion, a price-to-earnings ratio of 28.09 and a beta of 1.05.

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.