SRS Capital Advisors Inc. Purchases 2,461 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

SRS Capital Advisors Inc. lifted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 333.0% in the fourth quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 3,200 shares of the company’s stock after acquiring an additional 2,461 shares during the period. SRS Capital Advisors Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $353,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. Bailard Inc. lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 2.4% during the 4th quarter. Bailard Inc. now owns 34,447 shares of the company’s stock worth $3,798,000 after acquiring an additional 804 shares during the period. Maia Wealth LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 1.9% in the 4th quarter. Maia Wealth LLC now owns 8,487 shares of the company’s stock valued at $950,000 after purchasing an additional 158 shares during the last quarter. US Bancorp DE lifted its stake in iShares ESG MSCI KLD 400 ETF by 3.1% in the 4th 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 during the last quarter. SVB Wealth LLC bought a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at approximately $1,719,000. Finally, Impact Investors Inc bought a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at approximately $2,284,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA:DSI opened at $106.92 on Tuesday. The company has a market cap of $4.47 billion, a price-to-earnings ratio of 28.09 and a beta of 1.05. The firm has a 50 day simple moving average of $111.62 and a 200 day simple moving average of $110.40. iShares ESG MSCI KLD 400 ETF has a one year low of $94.05 and a one year high of $115.78.

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.