Wealth Advisory Team LLC Buys Shares of 9,586 iShares ESG MSCI KLD 400 ETF $DSI

Wealth Advisory Team LLC bought a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund bought 9,586 shares of the company’s stock, valued at approximately $1,235,000. iShares ESG MSCI KLD 400 ETF makes up 1.1% of Wealth Advisory Team LLC’s portfolio, making the stock its 16th largest holding.

Several other institutional investors have also recently bought and sold shares of the company. JNBA Financial Advisors raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.1% during the 3rd quarter. JNBA Financial Advisors now owns 2,748 shares of the company’s stock worth $346,000 after purchasing an additional 82 shares in the last quarter. Aptus Capital Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.6% during the 3rd quarter. Aptus Capital Advisors LLC now owns 13,760 shares of the company’s stock worth $1,733,000 after purchasing an additional 84 shares in the last quarter. Arete Wealth Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.6% during the 3rd quarter. Arete Wealth Advisors LLC now owns 3,390 shares of the company’s stock worth $427,000 after purchasing an additional 86 shares in the last quarter. Keystone Financial Services raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.5% during the 3rd quarter. Keystone Financial Services now owns 6,620 shares of the company’s stock worth $834,000 after purchasing an additional 97 shares in the last quarter. Finally, Pennsylvania Capital Management Inc. ADV raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.4% during the 3rd quarter. Pennsylvania Capital Management Inc. ADV now owns 26,352 shares of the company’s stock worth $3,319,000 after purchasing an additional 110 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 1.1%

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $142.80 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $108.46 and a 12-month high of $143.20. The stock has a market cap of $5.37 billion, a P/E ratio of 26.56 and a beta of 1.07. The business’s 50 day moving average is $128.82 and its 200-day moving average is $128.99.

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.