Sequent Planning LLC Invests $214,000 in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Sequent Planning LLC bought a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund bought 1,937 shares of the company’s stock, valued at approximately $214,000.

Several other hedge funds and other institutional investors also recently modified their holdings of the stock. Hershey Financial Advisers LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth about $1,181,000. LPL Financial LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 22.9% in the 4th quarter. LPL Financial LLC now owns 1,005,714 shares of the company’s stock worth $110,880,000 after purchasing an additional 187,597 shares during the last quarter. Umpqua Bank increased its position in shares of iShares ESG MSCI KLD 400 ETF by 8.1% in the 4th quarter. Umpqua Bank now owns 42,436 shares of the company’s stock worth $4,650,000 after purchasing an additional 3,170 shares during the last quarter. Whittier Trust Co. of Nevada Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 122.1% in the 4th quarter. Whittier Trust Co. of Nevada Inc. now owns 11,592 shares of the company’s stock worth $1,278,000 after purchasing an additional 6,373 shares during the last quarter. Finally, Whittier Trust Co. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 1.3% in the 4th quarter. Whittier Trust Co. now owns 13,940 shares of the company’s stock worth $1,537,000 after purchasing an additional 173 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

DSI opened at $103.85 on Monday. The company has a 50-day moving average of $109.61 and a 200-day moving average of $110.28. The company has a market capitalization of $4.30 billion, a P/E ratio of 26.35 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78.

About iShares ESG MSCI KLD 400 ETF

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.