iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Shares Acquired by Eley Financial Management Inc

Eley Financial Management Inc raised its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 21,895 shares of the company’s stock after buying an additional 910 shares during the period. Eley Financial Management Inc’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,414,000 as of its most recent SEC filing.

Other hedge funds have also recently added to or reduced their stakes in the company. Trillium Asset Management LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 107.0% during the 4th quarter. Trillium Asset Management LLC now owns 153,031 shares of the company’s stock valued at $16,871,000 after acquiring an additional 79,096 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after purchasing 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% in the 4th quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after purchasing an additional 1,612 shares during the period. RWA Wealth Partners LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 4.6% in the 4th quarter. RWA Wealth Partners LLC now owns 9,005 shares of the company’s stock worth $993,000 after purchasing an additional 393 shares in the last quarter. Finally, Zevin Asset Management LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 25.1% during the 4th quarter. Zevin Asset Management LLC now owns 2,796 shares of the company’s stock worth $308,000 after buying an additional 561 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 3.4 %

DSI stock opened at $96.96 on Friday. The firm has a 50-day moving average of $105.56 and a two-hundred day moving average of $109.56. The firm has a market capitalization of $4.01 billion, a PE ratio of 24.90 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a one year low of $89.16 and a one year high of $115.78.

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.