WealthShield Partners LLC Decreases Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

WealthShield Partners LLC trimmed its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.0% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 6,278 shares of the company’s stock after selling 126 shares during the quarter. WealthShield Partners LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $692,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors and hedge funds have also recently modified their holdings of the company. Adirondack Trust Co. lifted its holdings in iShares ESG MSCI KLD 400 ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares during the period. Savvy Advisors Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 3.4% during the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after purchasing an additional 112 shares during the last quarter. Sax Wealth Advisors LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after purchasing an additional 115 shares during the period. Revolve Wealth Partners LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after buying an additional 119 shares during the last quarter. Finally, West Financial Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 2.7% during the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after buying an additional 131 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 0.5 %

DSI opened at $110.31 on Tuesday. The firm’s 50 day simple moving average is $112.03 and its two-hundred day simple moving average is $110.11. The company has a market capitalization of $4.87 billion, a PE ratio of 29.01 and a beta of 1.09. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78.

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.