WealthTrak Capital Management LLC Acquires New Shares in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

WealthTrak Capital Management LLC acquired a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor acquired 326 shares of the company’s stock, valued at approximately $36,000.

Other hedge funds and other institutional investors also recently added to or reduced their stakes in the company. Brooklyn FI LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 6,323.3% in the 4th quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock worth $44,263,000 after purchasing an additional 390,024 shares during the period. Essential Planning LLC. boosted its position in iShares ESG MSCI KLD 400 ETF by 6,218.7% during the 4th quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock valued at $26,080,000 after acquiring an additional 229,904 shares in the last quarter. Raymond James Financial Inc. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $21,001,000. LPL Financial LLC increased its holdings 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 valued at $110,880,000 after acquiring an additional 187,597 shares during the period. Finally, Natural Investments LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $8,959,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI stock opened at $102.01 on Friday. The stock’s 50-day moving average is $108.96 and its 200 day moving average is $110.24. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78. The company has a market cap of $4.23 billion, a P/E ratio of 26.35 and a beta of 1.05.

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.