DDFG Inc Sells 183 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

DDFG Inc reduced its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 6.9% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 2,471 shares of the company’s stock after selling 183 shares during the quarter. DDFG Inc’s holdings in iShares ESG MSCI KLD 400 ETF were worth $272,000 at the end of the most recent reporting period.

Other large investors also recently modified their holdings of the company. Raymond James & Associates increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 4.6% in the third quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock worth $3,712,000 after acquiring an additional 1,488 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 8.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock worth $1,981,000 after buying an additional 1,415 shares during the period. Merit Financial Group LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 47.8% during the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock worth $550,000 after buying an additional 1,612 shares during the period. Stifel Financial Corp boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 3.4% during the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock worth $4,540,000 after buying an additional 1,384 shares during the period. Finally, Kovitz Investment Group Partners LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 3.8% during the third quarter. Kovitz Investment Group Partners LLC now owns 46,808 shares of the company’s stock worth $5,092,000 after buying an additional 1,711 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

DSI stock opened at $106.92 on Tuesday. The stock has a market capitalization of $4.47 billion, a P/E ratio of 28.09 and a beta of 1.05. The business has a 50-day moving average of $111.62 and a 200-day moving average of $110.40. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78.

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.