Shepherd Financial Partners LLC lessened its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 13.6% in the first quarter, HoldingsChannel reports. The firm owned 22,284 shares of the company’s stock after selling 3,501 shares during the quarter. Shepherd Financial Partners LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,282,000 at the end of the most recent reporting period.
Several other institutional investors have also recently added to or reduced their stakes in DSI. Capital A Wealth Management LLC acquired a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at $33,000. WealthTrak Capital Management LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth about $36,000. Clean Yield Group purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 1st quarter worth about $36,000. Transce3nd LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at about $38,000. Finally, Ameriflex Group Inc. acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at about $53,000.
iShares ESG MSCI KLD 400 ETF Stock Performance
Shares of NYSEARCA:DSI opened at $112.08 on Wednesday. The stock has a 50-day simple moving average of $106.26 and a 200-day simple moving average of $108.18. The stock has a market capitalization of $4.54 billion, a P/E ratio of 25.64 and a beta of 1.06. iShares ESG MSCI KLD 400 ETF has a 1 year low of $89.16 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.
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