Erickson Financial Group LLC Raises Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Erickson Financial Group LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 12.9% during the 1st quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor owned 2,488 shares of the company’s stock after acquiring an additional 284 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up approximately 0.2% of Erickson Financial Group LLC’s holdings, making the stock its 24th largest position. Erickson Financial Group LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $255,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently made changes to their positions in the company. Capital A Wealth Management LLC purchased a new position in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $33,000. WealthTrak Capital Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $36,000. Clean Yield Group purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter valued at approximately $36,000. Transce3nd LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth approximately $38,000. Finally, Ameriflex Group Inc. bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth approximately $53,000.

iShares ESG MSCI KLD 400 ETF Stock Down 0.2%

iShares ESG MSCI KLD 400 ETF stock opened at $113.19 on Thursday. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $115.78. The company has a market capitalization of $4.58 billion, a P/E ratio of 25.64 and a beta of 1.06. The stock’s 50 day moving average is $104.78 and its 200 day moving average is $108.25.

iShares ESG MSCI KLD 400 ETF 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.