Assetmark Inc. Sells 6,159 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Assetmark Inc. cut its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 11.9% during the 1st quarter, according to the company in its most recent disclosure with the SEC. The firm owned 45,714 shares of the company’s stock after selling 6,159 shares during the quarter. Assetmark Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $5,540,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Commonwealth Retirement Investments LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at about $31,000. IFP Advisors Inc increased its stake in iShares ESG MSCI KLD 400 ETF by 96.5% in the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after buying an additional 136 shares during the last quarter. Financial Life Planners purchased a new stake in iShares ESG MSCI KLD 400 ETF in the 1st quarter valued at about $36,000. Gerber Kawasaki Wealth & Investment Management bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth approximately $41,000. Finally, Qube Research & Technologies Ltd boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 1,222.6% in the 3rd quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after buying an additional 379 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Up 0.7%

Shares of DSI opened at $140.59 on Wednesday. The company has a market capitalization of $5.29 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. The stock has a 50 day moving average of $141.34 and a 200 day moving average of $133.39. iShares ESG MSCI KLD 400 ETF has a 12 month low of $117.08 and a 12 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.