Somerset Group LLC cut its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 4.4% during the fourth quarter, HoldingsChannel reports. The firm owned 2,368 shares of the company’s stock after selling 108 shares during the period. Somerset Group LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $261,000 as of its most recent filing with the SEC.
Other institutional investors have also made changes to their positions in the company. Financial Life Planners bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $38,000. Synergy Asset Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $44,000. Adirondack Trust Co. increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock worth $86,000 after purchasing an additional 90 shares during the period. Bristlecone Advisors LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 37.7% in the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock worth $94,000 after purchasing an additional 234 shares during the period. Finally, Princeton Global Asset Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $107,000.
iShares ESG MSCI KLD 400 ETF Stock Down 0.2 %
DSI stock opened at $103.85 on Friday. iShares ESG MSCI KLD 400 ETF has a twelve month low of $94.05 and a twelve month high of $115.78. The company has a market cap of $4.30 billion, a PE ratio of 26.35 and a beta of 1.05. The business’s 50-day simple moving average is $109.61 and its 200 day simple moving average is $110.23.
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.
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