iShares ESG MSCI KLD 400 ETF $DSI Shares Newly Bought by Hengehold Capital Management LLC

Hengehold Capital Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 3,637 shares of the company’s stock, valued at approximately $532,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. NewEdge Wealth LLC grew its position in iShares ESG MSCI KLD 400 ETF by 0.4% in the 1st quarter. NewEdge Wealth LLC now owns 16,431 shares of the company’s stock worth $1,991,000 after purchasing an additional 73 shares in the last quarter. JSF Financial LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 4.4% during the 1st quarter. JSF Financial LLC now owns 1,960 shares of the company’s stock worth $238,000 after buying an additional 83 shares in the last quarter. HB Wealth Management LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 0.5% during the 1st quarter. HB Wealth Management LLC now owns 19,330 shares of the company’s stock worth $2,343,000 after buying an additional 104 shares in the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 2.8% during the 2nd quarter. MassMutual Private Wealth & Trust FSB now owns 4,052 shares of the company’s stock worth $577,000 after buying an additional 110 shares in the last quarter. Finally, West Wealth Group LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.1% in the 3rd quarter. West Wealth Group LLC now owns 3,664 shares of the company’s stock worth $536,000 after buying an additional 110 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA DSI traded down $2.05 during midday trading on Friday, reaching $145.48. The company’s stock had a trading volume of 97,866 shares, compared to its average volume of 127,472. The stock has a market capitalization of $5.46 billion, a P/E ratio of 26.56 and a beta of 1.07. The firm has a 50 day moving average price of $146.88 and a 200-day moving average price of $141.10. iShares ESG MSCI KLD 400 ETF has a 12-month low of $117.08 and a 12-month high of $150.74.

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. 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.