iShares ESG MSCI KLD 400 ETF $DSI Shares Purchased by Wealthcare Capital Management LLC

Wealthcare Capital Management LLC increased its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.0% in the 2nd quarter, according to its most recent disclosure with the SEC. The firm owned 25,993 shares of the company’s stock after acquiring an additional 500 shares during the period. iShares ESG MSCI KLD 400 ETF makes up about 0.3% of Wealthcare Capital Management LLC’s holdings, making the stock its 18th largest holding. Wealthcare Capital Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $3,019,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors also recently added to or reduced their stakes in DSI. Revolve Wealth Partners LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in 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 last quarter. Merit Financial Group LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 139.2% in the 1st quarter. Merit Financial Group LLC now owns 11,930 shares of the company’s stock valued at $1,222,000 after buying an additional 6,943 shares during the period. Gemmer Asset Management LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 1.8% in the first quarter. Gemmer Asset Management LLC now owns 128,546 shares of the company’s stock valued at $13,164,000 after buying an additional 2,227 shares during the last quarter. Buttonwood Financial Group LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 3.4% in the first quarter. Buttonwood Financial Group LLC now owns 4,602 shares of the company’s stock valued at $446,000 after buying an additional 152 shares during the last quarter. Finally, Clean Yield Group purchased a new position in iShares ESG MSCI KLD 400 ETF during the first quarter worth about $36,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $126.71 on Friday. The firm has a 50-day simple moving average of $122.28 and a two-hundred day simple moving average of $113.21. The stock has a market cap of $4.98 billion, a PE ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $127.28.

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.