Wealth Advisory Team LLC Takes Position in iShares ESG MSCI KLD 400 ETF $DSI

Wealth Advisory Team LLC bought a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the second quarter, according to its most recent filing with the SEC. The firm bought 9,724 shares of the company’s stock, valued at approximately $1,130,000. iShares ESG MSCI KLD 400 ETF makes up 1.1% of Wealth Advisory Team LLC’s investment portfolio, making the stock its 16th largest position.

Other institutional investors also recently bought and sold shares of the company. Royal Bank of Canada boosted its stake in iShares ESG MSCI KLD 400 ETF by 3.3% in the 1st quarter. Royal Bank of Canada now owns 159,822 shares of the company’s stock worth $16,367,000 after purchasing an additional 5,070 shares in the last quarter. Bank of New York Mellon Corp boosted its stake in iShares ESG MSCI KLD 400 ETF by 8.8% in the 1st quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock worth $113,681,000 after purchasing an additional 89,622 shares in the last quarter. White Lighthouse Investment Management Inc. boosted its stake in iShares ESG MSCI KLD 400 ETF by 1.8% in the 1st quarter. White Lighthouse Investment Management Inc. now owns 15,215 shares of the company’s stock worth $1,558,000 after purchasing an additional 271 shares in the last quarter. Heck Capital Advisors LLC boosted its stake in iShares ESG MSCI KLD 400 ETF by 7.5% in the 2nd quarter. Heck Capital Advisors LLC now owns 3,683 shares of the company’s stock worth $428,000 after purchasing an additional 256 shares in the last quarter. Finally, Coordinated Financial Services Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF in the 2nd quarter worth approximately $460,000.

iShares ESG MSCI KLD 400 ETF Stock Down 2.6%

DSI stock opened at $123.63 on Friday. The firm has a 50 day moving average of $122.92 and a 200 day moving average of $113.96. The stock has a market capitalization of $4.86 billion, a PE ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a 52 week low of $89.16 and a 52 week high of $127.76.

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.