Modern Wealth Management LLC Takes $239,000 Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Modern Wealth Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 4th quarter, according to its most recent Form 13F filing with the SEC. The institutional investor bought 2,143 shares of the company’s stock, valued at approximately $239,000.

Other hedge funds also recently modified their holdings of the company. Bank of New York Mellon Corp lifted its position in iShares ESG MSCI KLD 400 ETF by 4.8% during the fourth quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock worth $112,502,000 after purchasing an additional 47,183 shares during the period. LPL Financial LLC lifted its holdings 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 worth $110,880,000 after acquiring an additional 187,597 shares during the period. US Bancorp DE lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.1% during the 4th quarter. US Bancorp DE now owns 401,934 shares of the company’s stock worth $44,313,000 after acquiring an additional 12,239 shares during the period. Brooklyn FI LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 6,323.3% during the 4th quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock worth $44,263,000 after acquiring an additional 390,024 shares in the last quarter. Finally, Commonwealth Equity Services LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 9.7% in the fourth quarter. Commonwealth Equity Services LLC now owns 238,654 shares of the company’s stock valued at $26,312,000 after acquiring an additional 21,091 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $102.01 on Friday. The firm has a 50 day simple moving average of $108.96 and a two-hundred day simple moving average of $110.24. The company has a market cap of $4.23 billion, a P/E ratio of 26.35 and a beta of 1.05. 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.