Avantax Advisory Services Inc. Has $2.65 Million Stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Avantax Advisory Services Inc. raised its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 26.1% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 25,887 shares of the company’s stock after acquiring an additional 5,365 shares during the period. Avantax Advisory Services Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,651,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in DSI. Envestnet Asset Management Inc. boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the first quarter. Envestnet Asset Management Inc. now owns 2,033,072 shares of the company’s stock worth $208,207,000 after buying an additional 13,572 shares during the period. Bank of America Corp DE boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 8.5% during the fourth quarter. Bank of America Corp DE now owns 1,691,058 shares of the company’s stock worth $186,439,000 after buying an additional 132,735 shares during the period. Bank of New York Mellon Corp boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 8.8% during the first quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock worth $113,681,000 after buying an additional 89,622 shares during the period. Mariner LLC boosted its position in shares of 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 worth $35,646,000 after buying an additional 14,187 shares during the period. Finally, Cerity Partners LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 8.5% during the first quarter. Cerity Partners LLC now owns 292,513 shares of the company’s stock worth $29,956,000 after buying an additional 22,956 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

DSI stock opened at $120.67 on Wednesday. The stock has a market capitalization of $4.83 billion, a P/E ratio of 26.56 and a beta of 1.02. The business has a 50-day moving average of $114.76 and a 200-day moving average of $109.05. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $89.16 and a fifty-two week high of $121.14.

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.