BIP Wealth LLC Has $335,000 Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

BIP Wealth LLC reduced its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 60.9% in the 1st quarter, Holdings Channel reports. The fund owned 2,765 shares of the company’s stock after selling 4,300 shares during the period. BIP Wealth LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $335,000 as of its most recent SEC filing.

A number of other institutional investors have also recently bought and sold shares of the business. Aspiriant LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 306.4% in the 4th quarter. Aspiriant LLC now owns 54,846 shares of the company’s stock valued at $7,066,000 after purchasing an additional 41,352 shares during the period. WHI TRUST Co LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth approximately $1,582,000. Merit Financial Group LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 55.8% during the fourth quarter. Merit Financial Group LLC now owns 25,949 shares of the company’s stock worth $3,343,000 after purchasing an additional 9,295 shares during the period. Thrivent Financial for Lutherans grew its position in iShares ESG MSCI KLD 400 ETF by 4.6% during the fourth quarter. Thrivent Financial for Lutherans now owns 83,427 shares of the company’s stock valued at $10,797,000 after purchasing an additional 3,656 shares in the last quarter. Finally, Diversify Wealth Management LLC purchased a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $717,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

iShares ESG MSCI KLD 400 ETF stock opened at $141.41 on Monday. The firm’s 50 day moving average price is $140.27 and its two-hundred day moving average price is $132.35. The firm has a market cap of $5.32 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a twelve month low of $116.08 and a twelve month high of $144.71.

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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.