Kestra Advisory Services LLC Has $5.36 Million Stake in iShares ESG MSCI KLD 400 ETF $DSI

Kestra Advisory Services LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 49.9% during the first quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 44,257 shares of the company’s stock after acquiring an additional 14,741 shares during the period. Kestra Advisory Services LLC owned about 0.12% of iShares ESG MSCI KLD 400 ETF worth $5,363,000 at the end of the most recent reporting period.

Several other large investors have also recently bought and sold shares of DSI. Commonwealth Retirement Investments LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $31,000. IFP Advisors Inc grew its position 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 buying an additional 136 shares during the last quarter. Financial Life Planners acquired a new position in iShares ESG MSCI KLD 400 ETF in the first quarter valued at $36,000. Gerber Kawasaki Wealth & Investment Management acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at about $41,000. Finally, AG Campbell Advisory LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $53,000.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $142.38 on Thursday. The stock has a market capitalization of $5.35 billion, a P/E ratio of 26.56 and a beta of 1.07. The business has a 50 day simple moving average of $141.33 and a 200 day simple moving average of $133.09. iShares ESG MSCI KLD 400 ETF has a one year low of $116.71 and a one year high of $144.71.

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.