UBS Group AG lessened its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 3.1% during the fourth quarter, according to its most recent disclosure with the SEC. The institutional investor owned 418,342 shares of the company’s stock after selling 13,209 shares during the period. UBS Group AG’s holdings in iShares ESG MSCI KLD 400 ETF were worth $53,895,000 as of its most recent SEC filing.
Several other large investors also recently added to or reduced their stakes in the business. Birch Hill Investment Advisors LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 2.1% in the 3rd quarter. Birch Hill Investment Advisors LLC now owns 3,879 shares of the company’s stock worth $489,000 after acquiring an additional 81 shares during the last quarter. JNBA Financial Advisors increased its stake in iShares ESG MSCI KLD 400 ETF by 3.1% in the 3rd quarter. JNBA Financial Advisors now owns 2,748 shares of the company’s stock worth $346,000 after acquiring an additional 82 shares during the last quarter. Aptus Capital Advisors LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 0.6% in the 3rd quarter. Aptus Capital Advisors LLC now owns 13,760 shares of the company’s stock worth $1,733,000 after acquiring an additional 84 shares during the last quarter. Arete Wealth Advisors LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 2.6% in the 3rd quarter. Arete Wealth Advisors LLC now owns 3,390 shares of the company’s stock worth $427,000 after acquiring an additional 86 shares during the last quarter. Finally, Geneos Wealth Management Inc. increased its stake in iShares ESG MSCI KLD 400 ETF by 2.0% in the 3rd quarter. Geneos Wealth Management Inc. now owns 4,669 shares of the company’s stock worth $588,000 after acquiring an additional 90 shares during the last quarter.
iShares ESG MSCI KLD 400 ETF Stock Up 0.6%
Shares of NYSEARCA DSI opened at $136.16 on Wednesday. The firm has a market capitalization of $5.12 billion, a P/E ratio of 26.56 and a beta of 1.07. The stock’s 50-day simple moving average is $127.17 and its two-hundred day simple moving average is $128.30. iShares ESG MSCI KLD 400 ETF has a twelve month low of $103.22 and a twelve month high of $136.56.
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. 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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