UBS Group AG Reduces Stake in iShares ESG MSCI KLD 400 ETF $DSI

UBS Group AG trimmed its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.1% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 418,342 shares of the company’s stock after selling 13,209 shares during the quarter. UBS Group AG owned approximately 1.06% of iShares ESG MSCI KLD 400 ETF worth $53,895,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors have also added to or reduced their stakes in the company. Financial Life Planners purchased a new stake in iShares ESG MSCI KLD 400 ETF during the third quarter valued at about $38,000. Qube Research & Technologies Ltd boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 1,222.6% in the third quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after acquiring an additional 379 shares during the period. Ameriflex Group Inc. boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 27.8% in the third quarter. Ameriflex Group Inc. now owns 597 shares of the company’s stock worth $75,000 after acquiring an additional 130 shares during the period. Triumph Capital Management bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the third quarter worth $77,000. Finally, Palisade Asset Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the third quarter worth $125,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $136.16 on Wednesday. The stock’s 50-day simple moving average is $127.17 and its 200 day simple moving average is $128.30. The stock has a market capitalization of $5.12 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52-week low of $103.22 and a 52-week high of $136.56.

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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.