Ulland Investment Advisors LLC lessened its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 4.0% during the second quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The firm owned 6,010 shares of the company’s stock after selling 250 shares during the quarter. Ulland Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $698,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other large investors also recently added to or reduced their stakes in DSI. Cornerstone Planning Group LLC purchased a new position in iShares ESG MSCI KLD 400 ETF in the 1st quarter worth $26,000. Columbia River Financial Group LLC purchased a new position in iShares ESG MSCI KLD 400 ETF in the 1st quarter worth $30,000. SouthState Corp purchased a new position in iShares ESG MSCI KLD 400 ETF in the 1st quarter worth $64,000. Oliver Lagore Vanvalin Investment Group purchased a new position in iShares ESG MSCI KLD 400 ETF in the 2nd quarter worth $75,000. Finally, Abound Financial LLC purchased a new position in iShares ESG MSCI KLD 400 ETF in the 1st quarter worth $97,000.
iShares ESG MSCI KLD 400 ETF Trading Down 0.2%
DSI stock opened at $126.92 on Friday. The firm’s 50-day moving average price is $122.81 and its two-hundred day moving average price is $113.77. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $127.76. The stock has a market capitalization of $4.99 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02.
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.
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