iShares ESG MSCI KLD 400 ETF $DSI Shares Acquired by Kingswood Wealth Advisors LLC

Kingswood Wealth Advisors LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 1.8% in the second quarter, according to the company in its most recent disclosure with the SEC. The institutional investor owned 8,954 shares of the company’s stock after buying an additional 162 shares during the quarter. Kingswood Wealth Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,040,000 at the end of the most recent reporting period.

Several other institutional investors have also recently added to or reduced their stakes in DSI. Revolve Wealth Partners LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after purchasing an additional 119 shares during the last quarter. Farther Finance Advisors LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 35.4% during the first quarter. Farther Finance Advisors LLC now owns 12,640 shares of the company’s stock worth $1,301,000 after purchasing an additional 3,305 shares during the last quarter. Wealthcare Advisory Partners LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 15.0% during the first quarter. Wealthcare Advisory Partners LLC now owns 48,223 shares of the company’s stock worth $4,939,000 after purchasing an additional 6,281 shares during the last quarter. Simplicity Wealth LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the first quarter worth approximately $242,000. Finally, CX Institutional lifted its stake in iShares ESG MSCI KLD 400 ETF by 21.2% during the first quarter. CX Institutional now owns 15,364 shares of the company’s stock worth $1,573,000 after purchasing an additional 2,687 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.6%

DSI stock opened at $127.21 on Thursday. The business has a 50 day moving average price of $122.67 and a 200 day moving average price of $113.63. The stock has a market cap of $5.00 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $89.16 and a fifty-two week high of $127.76.

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.