Shepherd Financial Partners LLC Decreases Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Shepherd Financial Partners LLC trimmed its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 13.6% in the first quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 22,284 shares of the company’s stock after selling 3,501 shares during the quarter. Shepherd Financial Partners LLC owned about 0.05% of iShares ESG MSCI KLD 400 ETF worth $2,282,000 as of its most recent SEC filing.

Several other hedge funds also recently added to or reduced their stakes in the stock. Financial Perspectives Inc grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 35.3% during the first quarter. Financial Perspectives Inc now owns 1,078 shares of the company’s stock worth $110,000 after buying an additional 281 shares during the last quarter. Colorado Capital Management Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF during the 1st quarter worth approximately $277,000. Birch Hill Investment Advisors LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 11.4% during the 1st quarter. Birch Hill Investment Advisors LLC now owns 3,358 shares of the company’s stock worth $344,000 after acquiring an additional 344 shares during the period. Tennessee Valley Asset Management Partners grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 11.9% in the 1st quarter. Tennessee Valley Asset Management Partners now owns 3,960 shares of the company’s stock valued at $406,000 after purchasing an additional 422 shares during the last quarter. Finally, Sagespring Wealth Partners LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 7.8% in the first quarter. Sagespring Wealth Partners LLC now owns 7,837 shares of the company’s stock valued at $803,000 after purchasing an additional 567 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA:DSI opened at $112.08 on Wednesday. The firm has a market cap of $4.54 billion, a price-to-earnings ratio of 25.64 and a beta of 1.06. The firm’s fifty day moving average price is $106.26 and its 200 day moving average price is $108.18. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-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.