Modera Wealth Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) during the 3rd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor purchased 18,986 shares of the company’s stock, valued at approximately $2,775,000. Modera Wealth Management LLC owned 0.05% of iShares ESG MSCI KLD 400 ETF as of its most recent SEC filing.
Several other large investors have also recently bought and sold shares of the stock. NewEdge Wealth LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 0.4% during the first quarter. NewEdge Wealth LLC now owns 16,431 shares of the company’s stock worth $1,991,000 after acquiring an additional 73 shares during the period. JSF Financial LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 4.4% in the first quarter. JSF Financial LLC now owns 1,960 shares of the company’s stock valued at $238,000 after purchasing an additional 83 shares during the last quarter. HB Wealth Management LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.5% during the first quarter. HB Wealth Management LLC now owns 19,330 shares of the company’s stock worth $2,343,000 after purchasing an additional 104 shares during the period. MassMutual Private Wealth & Trust FSB increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.8% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 4,052 shares of the company’s stock worth $577,000 after purchasing an additional 110 shares during the period. Finally, West Wealth Group LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.1% during the third quarter. West Wealth Group LLC now owns 3,664 shares of the company’s stock worth $536,000 after purchasing an additional 110 shares during the period.
iShares ESG MSCI KLD 400 ETF Stock Performance
NYSEARCA:DSI opened at $142.93 on Monday. The stock has a market cap of $5.35 billion, a P/E ratio of 26.56 and a beta of 1.07. The stock has a 50 day simple moving average of $146.71 and a 200 day simple moving average of $137.96. iShares ESG MSCI KLD 400 ETF has a 1-year low of $117.08 and a 1-year high of $150.74.
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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