McClarren Financial Advisors Inc. Has $4.04 Million Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

McClarren Financial Advisors Inc. boosted its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 159.9% in the 1st quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund owned 33,362 shares of the company’s stock after purchasing an additional 20,526 shares during the quarter. iShares ESG MSCI KLD 400 ETF accounts for approximately 2.4% of McClarren Financial Advisors Inc.’s holdings, making the stock its 11th biggest position. McClarren Financial Advisors Inc. owned 0.09% of iShares ESG MSCI KLD 400 ETF worth $4,043,000 as of its most recent SEC filing.

A number of other hedge funds have also recently bought and sold shares of the stock. Commonwealth Retirement Investments LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $31,000. IFP Advisors Inc lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 96.5% in the fourth quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after buying an additional 136 shares during the period. Financial Life Planners bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the third quarter valued at about $38,000. Gerber Kawasaki Wealth & Investment Management acquired a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter worth about $41,000. Finally, Qube Research & Technologies Ltd grew its position in iShares ESG MSCI KLD 400 ETF by 1,222.6% during the third quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after buying an additional 379 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $141.80 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $111.14 and a 12-month high of $144.71. The firm has a market capitalization of $5.33 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. The stock’s 50-day moving average price is $138.24 and its 200 day moving average price is $131.50.

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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.