Wealthfront Advisers LLC Has $3.41 Million Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Wealthfront Advisers LLC lowered its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 16.7% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The firm owned 26,502 shares of the company’s stock after selling 5,315 shares during the quarter. Wealthfront Advisers LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $3,414,000 at the end of the most recent reporting period.

A number of other large investors have also made changes to their positions in DSI. Natural Investments LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $12,725,000. JPMorgan Chase & Co. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 3.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock valued at $156,337,000 after buying an additional 45,045 shares in the last quarter. Aspiriant LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 306.4% in the 4th quarter. Aspiriant LLC now owns 54,846 shares of the company’s stock valued at $7,066,000 after buying an additional 41,352 shares in the last quarter. Thrivent Financial for Lutherans increased its position in shares of iShares ESG MSCI KLD 400 ETF by 80.5% in the 3rd quarter. Thrivent Financial for Lutherans now owns 79,771 shares of the company’s stock valued at $10,047,000 after buying an additional 35,581 shares in the last quarter. Finally, Bank of New York Mellon Corp increased its position in shares of iShares ESG MSCI KLD 400 ETF by 1.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,169,621 shares of the company’s stock valued at $147,314,000 after buying an additional 21,148 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.1%

DSI opened at $136.04 on Friday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $103.22 and a 12 month high of $136.56. The company has a fifty day simple moving average of $127.04 and a 200 day simple moving average of $128.19. The stock has a market cap of $5.12 billion, a P/E ratio of 26.56 and a beta of 1.07.

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. 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.