Corient Private Wealth LLC trimmed its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 3.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 60,739 shares of the company’s stock after selling 2,431 shares during the period. Corient Private Wealth LLC owned approximately 0.14% of iShares ESG MSCI KLD 400 ETF worth $6,696,000 as of its most recent SEC filing.
Other institutional investors also recently bought and sold shares of the company. Financial Life Planners acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $38,000. Synergy Asset Management LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at about $44,000. Adirondack Trust Co. boosted its holdings in iShares ESG MSCI KLD 400 ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares in the last quarter. Bristlecone Advisors LLC increased its position in iShares ESG MSCI KLD 400 ETF by 37.7% during the 4th quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock worth $94,000 after purchasing 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 during the 4th quarter worth approximately $107,000.
iShares ESG MSCI KLD 400 ETF Price Performance
DSI opened at $104.04 on Friday. The business has a 50 day simple moving average of $109.72 and a 200-day simple moving average of $110.20. iShares ESG MSCI KLD 400 ETF has a 12 month low of $94.05 and a 12 month high of $115.78. The stock has a market capitalization of $4.31 billion, a P/E ratio of 26.35 and a beta of 1.05.
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.
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