Creative Financial Designs Inc. ADV Lowers Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Creative Financial Designs Inc. ADV decreased its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.1% during the fourth quarter, HoldingsChannel reports. The firm owned 2,828 shares of the company’s stock after selling 248 shares during the period. Creative Financial Designs Inc. ADV’s holdings in iShares ESG MSCI KLD 400 ETF were worth $312,000 at the end of the most recent reporting period.

Other large investors have also added to or reduced their stakes in the company. Financial Life Planners purchased a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $38,000. Synergy Asset Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $44,000. Adirondack Trust Co. raised its position in iShares ESG MSCI KLD 400 ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares in the last quarter. Bristlecone Advisors LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 37.7% during the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after buying an additional 234 shares during the last quarter. Finally, Princeton Global Asset Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $107,000.

iShares ESG MSCI KLD 400 ETF Trading Up 1.0 %

Shares of NYSEARCA:DSI opened at $104.31 on Thursday. The stock’s 50-day moving average price is $109.86 and its 200-day moving average price is $110.25. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month high of $115.78. The stock has a market capitalization of $4.32 billion, a P/E ratio of 26.35 and a beta of 1.05.

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.