FSA Wealth Partners Inc. Purchases 6,932 Shares of iShares ESG MSCI KLD 400 ETF $DSI

FSA Wealth Partners Inc. lifted its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 241.4% during the third quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 9,804 shares of the company’s stock after purchasing an additional 6,932 shares during the quarter. FSA Wealth Partners Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,235,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Kilter Group LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the second quarter worth $25,000. Evolution Wealth Management Inc. acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the second quarter worth $44,000. Hantz Financial Services Inc. bought a new stake in iShares ESG MSCI KLD 400 ETF in the 2nd quarter valued at about $48,000. Atlantic Union Bankshares Corp acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the second quarter valued at approximately $81,000. Finally, DHJJ Financial Advisors Ltd. raised its holdings in iShares ESG MSCI KLD 400 ETF by 120.2% in the 2nd quarter. DHJJ Financial Advisors Ltd. now owns 960 shares of the company’s stock valued at $112,000 after acquiring an additional 524 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.3%

DSI stock opened at $130.83 on Friday. The company’s 50-day moving average price is $129.59 and its two-hundred day moving average price is $125.86. The firm has a market cap of $5.15 billion, a P/E ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $132.89.

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. 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.