iShares ESG MSCI KLD 400 ETF $DSI Shares Acquired by Modera Wealth Management LLC

Modera Wealth Management LLC grew its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 12.3% in the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund owned 19,411 shares of the company’s stock after acquiring an additional 2,125 shares during the quarter. Modera Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,255,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also made changes to their positions in the company. Revolve Wealth Partners LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 0.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after purchasing an additional 119 shares during the period. Concurrent Investment Advisors LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 23.5% in the first quarter. Concurrent Investment Advisors LLC now owns 3,001 shares of the company’s stock valued at $307,000 after buying an additional 572 shares during the last quarter. Axxcess Wealth Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter valued at $217,000. Cerity Partners LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.5% during the first quarter. Cerity Partners LLC now owns 292,513 shares of the company’s stock valued at $29,956,000 after acquiring an additional 22,956 shares during the period. Finally, Gateway Wealth Partners LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 14.9% during the first quarter. Gateway Wealth Partners LLC now owns 2,558 shares of the company’s stock worth $262,000 after acquiring an additional 332 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 0.2%

NYSEARCA DSI opened at $126.60 on Friday. iShares ESG MSCI KLD 400 ETF has a 52 week low of $89.16 and a 52 week high of $131.54. The stock has a market cap of $4.94 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05. The company has a 50-day moving average price of $125.63 and a two-hundred day moving average price of $118.21.

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.