iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Shares Sold by Somerset Group LLC

Somerset Group LLC lessened its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.4% in the fourth quarter, according to its most recent filing with the SEC. The fund 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 at the end of the most recent reporting period.

Several other large investors also recently added to or reduced their stakes in the company. Financial Life Planners acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $38,000. Synergy Asset Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $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 acquiring an additional 90 shares during the last quarter. 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 acquiring an additional 234 shares during the last quarter. Finally, Princeton Global Asset Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $107,000.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $103.85 on Friday. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78. The stock’s 50-day moving average is $109.61 and its two-hundred day moving average is $110.23. The firm has a market cap of $4.30 billion, a P/E ratio of 26.35 and a beta of 1.05.

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.