Captrust Financial Advisors Sells 3,088 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Captrust Financial Advisors reduced its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.1% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 144,556 shares of the company’s stock after selling 3,088 shares during the quarter. Captrust Financial Advisors’ holdings in iShares ESG MSCI KLD 400 ETF were worth $15,937,000 at the end of the most recent quarter.

Other hedge funds have also recently made changes to their positions in the company. Trillium Asset Management LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 107.0% in the fourth quarter. Trillium Asset Management LLC now owns 153,031 shares of the company’s stock valued at $16,871,000 after acquiring an additional 79,096 shares in the last quarter. Freedom Investment Management Inc. bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $203,000. Wealth Enhancement Advisory Services LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 8.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after buying an additional 1,415 shares during the period. RWA Wealth Partners LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 4.6% in the fourth quarter. RWA Wealth Partners LLC now owns 9,005 shares of the company’s stock worth $993,000 after buying an additional 393 shares in the last quarter. Finally, Merit Financial Group LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 47.8% in the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock worth $550,000 after buying an additional 1,612 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Performance

iShares ESG MSCI KLD 400 ETF stock opened at $103.77 on Wednesday. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $89.16 and a fifty-two week high of $115.78. The stock has a market cap of $4.29 billion, a price-to-earnings ratio of 25.16 and a beta of 1.05. The stock’s 50 day simple moving average is $101.45 and its two-hundred day simple moving average is $108.45.

About iShares ESG MSCI KLD 400 ETF

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.