30,352 Shares in iShares ESG MSCI KLD 400 ETF $DSI Bought by TrueWealth Financial Partners

TrueWealth Financial Partners bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, according to its most recent Form 13F filing with the SEC. The fund bought 30,352 shares of the company’s stock, valued at approximately $3,910,000. iShares ESG MSCI KLD 400 ETF makes up about 3.2% of TrueWealth Financial Partners’ investment portfolio, making the stock its 9th biggest position. TrueWealth Financial Partners owned 0.08% of iShares ESG MSCI KLD 400 ETF at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently bought and sold shares of the company. Financial Life Planners acquired a new position in iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth $38,000. Qube Research & Technologies Ltd boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 1,222.6% during the 3rd quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after acquiring an additional 379 shares in the last quarter. Ameriflex Group Inc. boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 27.8% during the 3rd quarter. Ameriflex Group Inc. now owns 597 shares of the company’s stock worth $75,000 after acquiring an additional 130 shares in the last quarter. Triumph Capital Management acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth about $77,000. Finally, Palisade Asset Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth about $125,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI opened at $141.24 on Thursday. The stock has a 50-day simple moving average of $128.51 and a 200-day simple moving average of $128.88. The stock has a market cap of $5.31 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 1 year low of $108.46 and a 1 year high of $141.59.

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.