iShares ESG MSCI KLD 400 ETF $DSI Stock Holdings Increased by Choreo LLC

Choreo LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 7.2% in the third quarter, according to the company in its most recent filing with the SEC. The fund owned 57,361 shares of the company’s stock after buying an additional 3,840 shares during the quarter. Choreo LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $8,385,000 as of its most recent SEC filing.

Several other hedge funds and other institutional investors have also modified their holdings of the stock. NewEdge Wealth LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 0.4% in the 1st quarter. NewEdge Wealth LLC now owns 16,431 shares of the company’s stock valued at $1,991,000 after buying an additional 73 shares during the last quarter. JSF Financial LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 4.4% in the 1st quarter. JSF Financial LLC now owns 1,960 shares of the company’s stock valued at $238,000 after acquiring an additional 83 shares during the period. HB Wealth Management LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 0.5% during the first quarter. HB Wealth Management LLC now owns 19,330 shares of the company’s stock worth $2,343,000 after acquiring an additional 104 shares during the last quarter. MassMutual Private Wealth & Trust FSB lifted its position in iShares ESG MSCI KLD 400 ETF by 2.8% during the second quarter. MassMutual Private Wealth & Trust FSB now owns 4,052 shares of the company’s stock worth $577,000 after acquiring an additional 110 shares during the last quarter. Finally, West Wealth Group LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 3.1% during the third quarter. West Wealth Group LLC now owns 3,664 shares of the company’s stock worth $536,000 after acquiring an additional 110 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 2.1%

Shares of NYSEARCA:DSI opened at $142.93 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $117.08 and a 12-month high of $150.74. The business has a 50 day moving average of $146.71 and a 200-day moving average of $137.96. The stock has a market cap of $5.35 billion, a PE 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.