Valmark Advisers Inc. lifted its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 15.4% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,852 shares of the company’s stock after acquiring an additional 1,315 shares during the period. Valmark Advisers Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,144,000 at the end of the most recent quarter.
Other large investors also recently made changes to their positions in the company. Cornerstone Planning Group LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth $26,000. Columbia River Financial Group LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth $30,000. SouthState Corp bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth $64,000. Oliver Lagore Vanvalin Investment Group bought a new position in iShares ESG MSCI KLD 400 ETF in the second quarter valued at $75,000. Finally, Abound Financial LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the first quarter valued at $97,000.
iShares ESG MSCI KLD 400 ETF Trading Down 0.2%
iShares ESG MSCI KLD 400 ETF stock opened at $126.92 on Friday. The company has a market cap of $4.99 billion, a P/E ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $127.76. The company has a fifty day simple moving average of $122.81 and a 200 day simple moving average of $113.77.
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.
See Also
- Five stocks we like better than iShares ESG MSCI KLD 400 ETF
- 3 REITs to Buy and Hold for the Long Term
- Why Amazon’s Prime Day May Be the Catalyst for a Year-End Rally
- Growth Stocks: What They Are, Examples and How to Invest
- Let the Good Times Roll: 2 Stocks Showing No Signs of Slowing
- What is a Secondary Public Offering? What Investors Need to Know
- Café Culture Revival? 3 Stocks to Watch After Chick-fil-A’s Move
Want to see what other hedge funds are holding DSI? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report).
Receive News & Ratings for iShares ESG MSCI KLD 400 ETF Daily - Enter your email address below to receive a concise daily summary of the latest news and analysts' ratings for iShares ESG MSCI KLD 400 ETF and related companies with MarketBeat.com's FREE daily email newsletter.
