iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Position Cut by Golden State Wealth Management LLC

Golden State Wealth Management LLC lowered its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 10.4% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 6,088 shares of the company’s stock after selling 704 shares during the period. Golden State Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $624,000 as of its most recent SEC filing.

A number of other institutional investors also recently added to or reduced their stakes in the business. Brooklyn FI LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 6,323.3% during the fourth quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock valued at $44,263,000 after purchasing an additional 390,024 shares in the last quarter. Essential Planning LLC. increased its stake in iShares ESG MSCI KLD 400 ETF by 6,218.7% during the 4th quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock valued at $26,080,000 after buying an additional 229,904 shares during the period. Raymond James Financial Inc. bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth about $21,001,000. LPL Financial LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 22.9% in the 4th quarter. LPL Financial LLC now owns 1,005,714 shares of the company’s stock worth $110,880,000 after acquiring an additional 187,597 shares during the period. Finally, Bank of America Corp DE boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.5% in the fourth quarter. Bank of America Corp DE now owns 1,691,058 shares of the company’s stock valued at $186,439,000 after acquiring an additional 132,735 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $117.67 on Friday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $117.82. The firm has a market capitalization of $4.76 billion, a PE ratio of 26.56 and a beta of 1.06. The company’s 50 day simple moving average is $110.59 and its 200 day simple moving average is $108.21.

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.