Princeton Global Asset Management LLC Raises Stake in iShares ESG MSCI KLD 400 ETF $DSI

Princeton Global Asset Management LLC lifted its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 13.8% during the second quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 1,170 shares of the company’s stock after purchasing an additional 142 shares during the period. Princeton Global Asset Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $136,000 at the end of the most recent quarter.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the stock. Revolve Wealth Partners LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after buying an additional 119 shares during the period. Janney Montgomery Scott LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.3% in the first quarter. Janney Montgomery Scott LLC now owns 43,777 shares of the company’s stock valued at $4,483,000 after purchasing an additional 1,404 shares during the period. Flagship Harbor Advisors LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 3.6% in the first quarter. Flagship Harbor Advisors LLC now owns 8,523 shares of the company’s stock worth $873,000 after purchasing an additional 294 shares in the last quarter. Johnson Bixby & Associates LLC purchased a new position in iShares ESG MSCI KLD 400 ETF during the 1st quarter worth $508,000. Finally, WoodTrust Financial Corp increased its holdings in iShares ESG MSCI KLD 400 ETF by 1.2% during the 1st quarter. WoodTrust Financial Corp now owns 12,018 shares of the company’s stock worth $1,231,000 after purchasing an additional 137 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.7%

Shares of DSI stock opened at $126.94 on Tuesday. The stock has a market capitalization of $4.99 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $127.76. The stock has a fifty day simple moving average of $123.61 and a two-hundred day simple moving average of $115.08.

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.