3,026 Shares in iShares ESG MSCI KLD 400 ETF $DSI Acquired by Blue Zone Wealth Advisors LLC

Blue Zone Wealth Advisors LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 2nd quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 3,026 shares of the company’s stock, valued at approximately $352,000.

Several other hedge funds and other institutional investors have also recently bought and sold shares of DSI. Cornerstone Planning Group LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the 1st quarter worth approximately $26,000. Columbia River Financial Group LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the 1st quarter worth approximately $30,000. SouthState Corp acquired a new position in iShares ESG MSCI KLD 400 ETF during the 1st quarter worth approximately $64,000. Oliver Lagore Vanvalin Investment Group acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter valued at approximately $75,000. Finally, Abound Financial LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 1st quarter valued at approximately $97,000.

iShares ESG MSCI KLD 400 ETF Stock Down 2.6%

Shares of DSI opened at $123.63 on Friday. The business’s 50 day moving average is $122.92 and its two-hundred day moving average is $113.89. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $127.76. The firm has a market cap of $4.86 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02.

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.