iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Stock Holdings Lowered by Wells Fargo & Company MN

Wells Fargo & Company MN cut its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 12.9% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 250,533 shares of the company’s stock after selling 37,162 shares during the period. Wells Fargo & Company MN owned approximately 0.57% of iShares ESG MSCI KLD 400 ETF worth $27,621,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in DSI. Arete Wealth Advisors LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 4.9% during the 4th quarter. Arete Wealth Advisors LLC now owns 3,581 shares of the company’s stock valued at $395,000 after acquiring an additional 166 shares during the last quarter. O Shaughnessy Asset Management LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 35.2% during the fourth quarter. O Shaughnessy Asset Management LLC now owns 7,420 shares of the company’s stock valued at $818,000 after purchasing an additional 1,931 shares during the last quarter. RWA Wealth Partners LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 4.6% in the 4th quarter. RWA Wealth Partners LLC now owns 9,005 shares of the company’s stock valued at $993,000 after purchasing an additional 393 shares during the period. Allianz SE purchased a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter worth about $4,160,000. Finally, WealthTrak Capital Management LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF during the 4th quarter worth about $36,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $98.61 on Friday. The company has a 50-day moving average of $105.30 and a two-hundred day moving average of $109.50. The stock has a market cap of $4.08 billion, a price-to-earnings ratio of 24.90 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a one year low of $89.16 and a one year high of $115.78.

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.