Cetera Investment Advisers Buys 17,439 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Cetera Investment Advisers lifted its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 10.9% in the 2nd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 177,917 shares of the company’s stock after acquiring an additional 17,439 shares during the period. Cetera Investment Advisers’ holdings in iShares ESG MSCI KLD 400 ETF were worth $20,667,000 at the end of the most recent quarter.

A number of other large investors have also recently added to or reduced their stakes in DSI. Revolve Wealth Partners LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after buying an additional 119 shares during the period. IFP Advisors Inc lifted its stake in iShares ESG MSCI KLD 400 ETF by 166.0% in the 1st quarter. IFP Advisors Inc now owns 1,266 shares of the company’s stock valued at $130,000 after acquiring an additional 790 shares in the last quarter. AE Wealth Management LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 491.7% during the 1st quarter. AE Wealth Management LLC now owns 16,763 shares of the company’s stock worth $1,717,000 after acquiring an additional 13,930 shares during the last quarter. Pinnacle Associates Ltd. bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter worth approximately $232,000. Finally, Tempus Wealth Planning LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 23.7% in the first quarter. Tempus Wealth Planning LLC now owns 16,741 shares of the company’s stock valued at $1,714,000 after purchasing an additional 3,210 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 1.0%

Shares of DSI stock opened at $124.54 on Wednesday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $131.54. The company’s fifty day simple moving average is $126.47 and its 200-day simple moving average is $119.60. The firm has a market cap of $4.86 billion, a PE ratio of 26.56 and a beta of 1.05.

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.