Carret Asset Management LLC Sells 2,714 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Carret Asset Management LLC reduced its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 26.8% during the fourth quarter, HoldingsChannel reports. The firm owned 7,400 shares of the company’s stock after selling 2,714 shares during the period. Carret Asset Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $816,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Adirondack Trust Co. boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares during the last quarter. Sax Wealth Advisors LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock valued at $401,000 after purchasing an additional 115 shares during the last quarter. Revolve Wealth Partners LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after purchasing an additional 119 shares during the last quarter. West Financial Advisors LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.7% in the 4th quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after purchasing an additional 131 shares during the last quarter. Finally, Tempus Wealth Planning LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.0% in the 4th quarter. Tempus Wealth Planning LLC now owns 13,531 shares of the company’s stock valued at $1,492,000 after purchasing an additional 136 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI opened at $104.20 on Friday. The firm’s fifty day moving average is $110.30 and its 200-day moving average is $110.25. iShares ESG MSCI KLD 400 ETF has a 52 week low of $94.05 and a 52 week high of $115.78. The firm has a market cap of $4.36 billion, a P/E ratio of 28.09 and a beta of 1.05.

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.