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

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

A number of other hedge funds have also made changes to their positions in DSI. Financial Life Planners purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $38,000. Synergy Asset Management LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $44,000. Adirondack Trust Co. raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares during the period. Bristlecone Advisors LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 37.7% during the 4th quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock worth $94,000 after buying an additional 234 shares during the period. Finally, Princeton Global Asset Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the 4th quarter worth $107,000.

iShares ESG MSCI KLD 400 ETF Price Performance

iShares ESG MSCI KLD 400 ETF stock opened at $103.85 on Monday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month high of $115.78. The company has a market capitalization of $4.30 billion, a price-to-earnings ratio of 26.35 and a beta of 1.05. The firm’s fifty day moving average price is $109.61 and its 200 day moving average price is $110.28.

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.