Envestnet Portfolio Solutions Inc. Sells 50,694 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Envestnet Portfolio Solutions Inc. lowered its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.2% during the 4th quarter, HoldingsChannel.com reports. The firm owned 566,551 shares of the company’s stock after selling 50,694 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $62,462,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors also recently modified their holdings of the business. Financial Life Planners purchased a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at approximately $38,000. Synergy Asset Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth $44,000. Adirondack Trust Co. boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after acquiring an additional 90 shares during the period. Bristlecone Advisors LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 37.7% in the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after purchasing an additional 234 shares in the last quarter. Finally, Princeton Global Asset Management LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at $107,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $104.20 on Friday. iShares ESG MSCI KLD 400 ETF has a 52-week low of $94.05 and a 52-week high of $115.78. The stock’s 50-day simple moving average is $110.30 and its 200 day simple moving average is $110.28. The stock has a market capitalization of $4.36 billion, a price-to-earnings ratio of 28.09 and a beta of 1.05.

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.