Theory Financial LLC Raises Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Theory Financial LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 112.0% during the 4th quarter, HoldingsChannel.com reports. The firm owned 5,460 shares of the company’s stock after acquiring an additional 2,885 shares during the quarter. Theory Financial LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $602,000 as of its most recent SEC filing.

Several other institutional investors have also added to or reduced their stakes in the business. Raymond James & Associates lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 4.6% during the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after buying an additional 1,488 shares during the period. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.4% during the 4th quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after buying an additional 1,415 shares during the period. Merit Financial Group LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 47.8% during the 4th quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after buying an additional 1,612 shares during the period. Stifel Financial Corp lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.4% during the 3rd quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after buying an additional 1,384 shares during the period. Finally, Gemmer Asset Management LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 5.3% during the 3rd quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock valued at $13,813,000 after buying an additional 6,440 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $110.90 on Friday. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78. The business’s fifty day moving average price is $112.03 and its 200-day moving average price is $109.94. The stock has a market capitalization of $4.90 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09.

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.