Natural Investments LLC Trims Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Natural Investments LLC cut its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 9.6% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 88,429 shares of the company’s stock after selling 9,420 shares during the period. iShares ESG MSCI KLD 400 ETF makes up 2.9% of Natural Investments LLC’s portfolio, making the stock its 6th largest position. Natural Investments LLC owned 0.23% of iShares ESG MSCI KLD 400 ETF worth $12,591,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in DSI. Commonwealth Retirement Investments LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $31,000. First Bancorp Inc ME bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter valued at about $36,000. IFP Advisors Inc lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 96.5% in the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after acquiring an additional 136 shares during the last quarter. Financial Life Planners bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 1st quarter valued at about $36,000. Finally, Gerber Kawasaki Wealth & Investment Management purchased a new stake in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $41,000.

iShares ESG MSCI KLD 400 ETF Price Performance

DSI opened at $145.17 on Wednesday. The stock’s 50 day simple moving average is $143.20 and its 200 day simple moving average is $136.38. iShares ESG MSCI KLD 400 ETF has a 1 year low of $117.08 and a 1 year high of $148.93. The firm has a market cap of $5.47 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07.

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. 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.