Envestnet Portfolio Solutions Inc. Decreases Stock Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Envestnet Portfolio Solutions Inc. reduced its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 11.7% in the 2nd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 393,667 shares of the company’s stock after selling 51,941 shares during the quarter. Envestnet Portfolio Solutions Inc. owned 0.98% of iShares ESG MSCI KLD 400 ETF worth $45,728,000 at the end of the most recent quarter.

Other institutional investors also recently bought and sold shares of the company. Royal Bank of Canada grew its stake in iShares ESG MSCI KLD 400 ETF by 3.3% during the first quarter. Royal Bank of Canada now owns 159,822 shares of the company’s stock worth $16,367,000 after buying an additional 5,070 shares during the period. Bank of New York Mellon Corp grew its stake in iShares ESG MSCI KLD 400 ETF by 8.8% during the first quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock worth $113,681,000 after buying an additional 89,622 shares during the period. White Lighthouse Investment Management Inc. grew its stake in iShares ESG MSCI KLD 400 ETF by 1.8% during the first quarter. White Lighthouse Investment Management Inc. now owns 15,215 shares of the company’s stock worth $1,558,000 after buying an additional 271 shares during the period. Gibson Capital LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 0.5% during the second quarter. Gibson Capital LLC now owns 25,124 shares of the company’s stock worth $2,918,000 after buying an additional 124 shares during the period. Finally, Heck Capital Advisors LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 7.5% during the second quarter. Heck Capital Advisors LLC now owns 3,683 shares of the company’s stock worth $428,000 after buying an additional 256 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 2.6%

Shares of DSI stock opened at $123.63 on Monday. The firm has a fifty day simple moving average of $122.92 and a 200-day simple moving average of $114.03. The company has a market capitalization of $4.86 billion, a PE ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $127.76.

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.