Elios Financial Group Inc. Lowers Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Elios Financial Group Inc. decreased its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 5.7% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 16,259 shares of the company’s stock after selling 986 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up 0.8% of Elios Financial Group Inc.’s portfolio, making the stock its 29th biggest holding. Elios Financial Group Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,793,000 as of its most recent filing with the Securities & Exchange Commission.

A number of other hedge funds and other institutional investors have also bought and sold shares of DSI. FMR LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 3.7% during the 3rd quarter. FMR LLC now owns 13,005 shares of the company’s stock worth $1,415,000 after acquiring an additional 460 shares during the period. Stifel Financial Corp increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.4% in the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock worth $4,540,000 after purchasing an additional 1,384 shares in the last quarter. National Bank of Canada FI raised its position in shares of iShares ESG MSCI KLD 400 ETF by 1.0% during the 3rd quarter. National Bank of Canada FI now owns 14,829 shares of the company’s stock valued at $1,613,000 after purchasing an additional 140 shares during the period. Copley Financial Group Inc. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter valued at $229,000. Finally, SK Wealth Management LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth $476,000.

iShares ESG MSCI KLD 400 ETF Stock Down 3.4 %

NYSEARCA:DSI opened at $96.96 on Friday. The business’s 50-day simple moving average is $105.56 and its two-hundred day simple moving average is $109.56. iShares ESG MSCI KLD 400 ETF has a 52 week low of $89.16 and a 52 week high of $115.78. The stock has a market cap of $4.01 billion, a PE ratio of 24.90 and a beta of 1.05.

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.