Creative Financial Designs Inc. ADV Sells 248 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Creative Financial Designs Inc. ADV lessened its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.1% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 2,828 shares of the company’s stock after selling 248 shares during the quarter. Creative Financial Designs Inc. ADV’s holdings in iShares ESG MSCI KLD 400 ETF were worth $312,000 as of its most recent filing with the Securities and Exchange Commission.

Several other institutional investors also recently modified their holdings of the company. Diversified Enterprises LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 25.0% during the 4th quarter. Diversified Enterprises LLC now owns 21,337 shares of the company’s stock worth $2,352,000 after purchasing an additional 4,262 shares in the last quarter. Valtinson Bruner Financial Planning LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth approximately $260,000. Zevin Asset Management LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 25.1% during the 4th quarter. Zevin Asset Management LLC now owns 2,796 shares of the company’s stock worth $308,000 after purchasing an additional 561 shares in the last quarter. Aviso Financial Inc. grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 13.4% during the 4th quarter. Aviso Financial Inc. now owns 5,497 shares of the company’s stock worth $607,000 after purchasing an additional 650 shares in the last quarter. Finally, Commonwealth Equity Services LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 9.7% during the 4th quarter. Commonwealth Equity Services LLC now owns 238,654 shares of the company’s stock worth $26,312,000 after purchasing an additional 21,091 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI stock opened at $104.31 on Thursday. The stock’s fifty day simple moving average is $109.86 and its 200 day simple moving average is $110.25. The firm has a market cap of $4.32 billion, a price-to-earnings ratio of 26.35 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a one year low of $94.05 and a one year 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.