Elios Financial Group Inc. Sells 986 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Elios Financial Group Inc. reduced its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 5.7% during the fourth quarter, HoldingsChannel.com reports. The fund owned 16,259 shares of the company’s stock after selling 986 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises approximately 0.8% of Elios Financial Group Inc.’s holdings, making the stock its 29th biggest position. Elios Financial Group Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,793,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also made changes to their positions in DSI. Trillium Asset Management LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 107.0% in the fourth quarter. Trillium Asset Management LLC now owns 153,031 shares of the company’s stock worth $16,871,000 after buying an additional 79,096 shares in the last quarter. Wealth Enhancement Advisory Services LLC boosted its position 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 acquiring an additional 1,415 shares during the last quarter. Merit Financial Group LLC boosted its position 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 acquiring an additional 1,612 shares during the last quarter. RWA Wealth Partners LLC increased its position in iShares ESG MSCI KLD 400 ETF by 4.6% in the fourth quarter. RWA Wealth Partners LLC now owns 9,005 shares of the company’s stock worth $993,000 after purchasing an additional 393 shares during the last quarter. Finally, Zevin Asset Management LLC increased its position in iShares ESG MSCI KLD 400 ETF by 25.1% in the fourth quarter. Zevin Asset Management LLC now owns 2,796 shares of the company’s stock worth $308,000 after purchasing an additional 561 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 3.4 %

DSI stock opened at $96.96 on Friday. iShares ESG MSCI KLD 400 ETF has a 52 week low of $89.16 and a 52 week high of $115.78. The firm has a market capitalization of $4.01 billion, a P/E ratio of 24.90 and a beta of 1.05. The company has a fifty day simple moving average of $105.56 and a two-hundred day simple moving average of $109.56.

iShares ESG MSCI KLD 400 ETF Company 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.