iShares ESG MSCI KLD 400 ETF $DSI Shares Sold by RWA Wealth Partners LLC

RWA Wealth Partners LLC trimmed its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.6% during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 8,046 shares of the company’s stock after selling 756 shares during the quarter. RWA Wealth Partners LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $935,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also modified their holdings of the company. Hantz Financial Services Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth approximately $48,000. SouthState Corp acquired a new position in iShares ESG MSCI KLD 400 ETF during the first quarter valued at approximately $64,000. Oliver Lagore Vanvalin Investment Group purchased a new stake in iShares ESG MSCI KLD 400 ETF during the second quarter worth approximately $75,000. Atlantic Union Bankshares Corp purchased a new stake in iShares ESG MSCI KLD 400 ETF during the second quarter worth approximately $81,000. Finally, Asset Dedication LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 3,187.9% in the first quarter. Asset Dedication LLC now owns 1,085 shares of the company’s stock worth $111,000 after acquiring an additional 1,052 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 0.2%

Shares of DSI stock opened at $126.60 on Monday. The company has a market cap of $4.94 billion, a PE ratio of 26.56 and a beta of 1.05. The company’s fifty day simple moving average is $125.63 and its 200-day simple moving average is $118.35. iShares ESG MSCI KLD 400 ETF has a 52 week low of $89.16 and a 52 week high of $131.54.

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.