iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Shares Sold by Cetera Investment Advisers

Cetera Investment Advisers lessened its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.2% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 139,912 shares of the company’s stock after selling 4,669 shares during the quarter. Cetera Investment Advisers owned about 0.32% of iShares ESG MSCI KLD 400 ETF worth $15,425,000 as of its most recent SEC filing.

Other institutional investors also recently added to or reduced their stakes in the company. Adirondack Trust Co. lifted its holdings in 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. Sax Wealth Advisors LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after acquiring an additional 115 shares during the period. Revolve Wealth Partners LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after acquiring an additional 119 shares during the period. West Financial Advisors LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 2.7% in the fourth quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after acquiring an additional 131 shares in the last quarter. Finally, Tempus Wealth Planning LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.0% during the fourth quarter. Tempus Wealth Planning LLC now owns 13,531 shares of the company’s stock valued at $1,492,000 after acquiring an additional 136 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

DSI opened at $105.01 on Friday. The business has a 50 day moving average price of $101.30 and a two-hundred day moving average price of $108.35. The company has a market capitalization of $4.34 billion, a price-to-earnings ratio of 25.16 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $115.78.

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.