Regal Investment Advisors LLC Decreases Stock Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Regal Investment Advisors LLC decreased its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 9.3% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 10,747 shares of the company’s stock after selling 1,100 shares during the period. Regal Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,185,000 at the end of the most recent reporting period.

Several other large investors have also recently made changes to their positions in the company. Bank of New York Mellon Corp grew its holdings in iShares ESG MSCI KLD 400 ETF by 4.8% during the 4th quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock valued at $112,502,000 after buying an additional 47,183 shares in the last quarter. LPL Financial LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 22.9% during the 4th quarter. LPL Financial LLC now owns 1,005,714 shares of the company’s stock valued at $110,880,000 after acquiring an additional 187,597 shares during the last quarter. US Bancorp DE grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.1% in the fourth quarter. US Bancorp DE now owns 401,934 shares of the company’s stock valued at $44,313,000 after purchasing an additional 12,239 shares in the last quarter. Brooklyn FI LLC increased its position in iShares ESG MSCI KLD 400 ETF by 6,323.3% in the fourth quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock worth $44,263,000 after purchasing an additional 390,024 shares during the last quarter. Finally, Mariner LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 4.6% during the fourth quarter. Mariner LLC now owns 323,324 shares of the company’s stock valued at $35,646,000 after purchasing an additional 14,187 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 0.3 %

Shares of NYSEARCA DSI opened at $99.25 on Wednesday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $115.78. The firm’s 50-day moving average price is $104.80 and its 200-day moving average price is $109.37. The stock has a market capitalization of $4.10 billion, a price-to-earnings ratio of 24.90 and a beta of 1.05.

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.