iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Shares Sold by Farther Finance Advisors LLC

Farther Finance Advisors LLC decreased its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 17.5% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm owned 9,335 shares of the company’s stock after selling 1,985 shares during the period. Farther Finance Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,029,000 at the end of the most recent reporting period.

Other large investors have also modified their holdings of the company. Axxcess Wealth Management LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at about $202,000. Neumann Capital Management LLC increased its holdings in iShares ESG MSCI KLD 400 ETF by 3.8% in the third quarter. Neumann Capital Management LLC now owns 36,848 shares of the company’s stock valued at $4,009,000 after buying an additional 1,350 shares in the last quarter. Thrivent Financial for Lutherans lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 35.4% during the 3rd quarter. Thrivent Financial for Lutherans now owns 125,975 shares of the company’s stock valued at $13,705,000 after acquiring an additional 32,957 shares during the period. EQ LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth approximately $468,000. Finally, BIP Wealth LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 157.9% in the 3rd quarter. BIP Wealth LLC now owns 7,105 shares of the company’s stock worth $773,000 after acquiring an additional 4,350 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI stock opened at $104.20 on Friday. The stock has a fifty day moving average price of $110.30 and a 200 day moving average price of $110.25. The stock has a market cap of $4.36 billion, a PE ratio of 28.09 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1 year low of $94.05 and a 1 year high of $115.78.

iShares ESG MSCI KLD 400 ETF 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.