Envestnet Portfolio Solutions Inc. Sells 7,119 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Envestnet Portfolio Solutions Inc. trimmed its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.2% during the second quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 318,940 shares of the company’s stock after selling 7,119 shares during the period. Envestnet Portfolio Solutions Inc. owned about 0.85% of iShares ESG MSCI KLD 400 ETF worth $45,414,000 as of its most recent SEC filing.

A number of other hedge funds also recently bought and sold shares of the company. Timbuktu Capital Management LLC bought a new position in iShares ESG MSCI KLD 400 ETF during the second quarter valued at approximately $25,000. Commonwealth Retirement Investments LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth approximately $31,000. IFP Advisors Inc lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 96.5% in the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock worth $36,000 after acquiring an additional 136 shares during the last quarter. Financial Life Planners bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 1st quarter worth approximately $36,000. Finally, First Bancorp Inc ME bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter worth approximately $36,000.

iShares ESG MSCI KLD 400 ETF Stock Down 0.8%

Shares of iShares ESG MSCI KLD 400 ETF stock traded down $1.16 during trading on Wednesday, reaching $146.47. The company’s stock had a trading volume of 54,874 shares, compared to its average volume of 130,241. iShares ESG MSCI KLD 400 ETF has a 52-week low of $117.08 and a 52-week high of $148.93. The firm’s 50-day moving average is $144.60 and its two-hundred day moving average is $138.19. The company has a market cap of $5.49 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07.

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.