Regal Investment Advisors LLC Trims Stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Regal Investment Advisors LLC reduced its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 9.3% during the fourth quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,747 shares of the company’s stock after selling 1,100 shares during the quarter. Regal Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,185,000 at the end of the most recent quarter.

Several other institutional investors and hedge funds also recently bought and sold shares of DSI. Trillium Asset Management LLC increased its stake in shares of 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 worth $16,871,000 after purchasing an additional 79,096 shares in the last quarter. Wealth Enhancement Advisory Services LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 8.4% in the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock worth $1,981,000 after buying an additional 1,415 shares in the last quarter. RWA Wealth Partners LLC increased its stake in 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 worth $993,000 after buying an additional 393 shares in the last quarter. Merit Financial Group LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 47.8% during the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after acquiring an additional 1,612 shares during the period. Finally, Zevin Asset Management LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 25.1% in the fourth quarter. Zevin Asset Management LLC now owns 2,796 shares of the company’s stock valued at $308,000 after acquiring an additional 561 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.3 %

NYSEARCA DSI opened at $99.25 on Wednesday. The business has a 50-day moving average price of $104.80 and a 200-day moving average price of $109.37. The firm has a market cap of $4.10 billion, a price-to-earnings ratio of 24.90 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $115.78.

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.