Envestnet Portfolio Solutions Inc. trimmed its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 2.2% during the 2nd quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 318,940 shares of the company’s stock after selling 7,119 shares during the quarter. Envestnet Portfolio Solutions Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $45,414,000 at the end of the most recent quarter.
Other hedge funds and other institutional investors have also recently made changes to their positions in the company. Bank of New York Mellon Corp raised its position in shares of iShares ESG MSCI KLD 400 ETF by 57.7% in the 1st quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock worth $152,037,000 after acquiring an additional 459,248 shares in the last quarter. Fifth Third Bancorp boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 650.3% during the first quarter. Fifth Third Bancorp now owns 70,112 shares of the company’s stock valued at $8,497,000 after purchasing an additional 60,767 shares in the last quarter. Trillium Asset Management LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 75.0% during the fourth quarter. Trillium Asset Management LLC now owns 136,825 shares of the company’s stock valued at $17,696,000 after purchasing an additional 58,652 shares in the last quarter. Ameritas Advisory Services LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 53.0% in the second quarter. Ameritas Advisory Services LLC now owns 146,299 shares of the company’s stock worth $20,831,000 after purchasing an additional 50,666 shares during the period. Finally, LPL Financial LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 3.7% in the fourth quarter. LPL Financial LLC now owns 1,258,765 shares of the company’s stock worth $162,167,000 after purchasing an additional 45,080 shares during the period.
iShares ESG MSCI KLD 400 ETF Trading Down 0.8%
DSI traded down $1.16 during trading on Wednesday, reaching $146.47. The stock had a trading volume of 54,874 shares, compared to its average volume of 130,241. The stock’s 50 day moving average is $144.60 and its two-hundred day moving average is $138.19. The company has a market capitalization of $5.49 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a one year low of $117.08 and a one year high of $148.93.
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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.
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