Avantax Advisory Services Inc. Cuts Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Avantax Advisory Services Inc. decreased its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 10.5% during the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 20,522 shares of the company’s stock after selling 2,416 shares during the period. Avantax Advisory Services Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,263,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. Financial Life Planners purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $38,000. Synergy Asset Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $44,000. Adirondack Trust Co. raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares during the period. Bristlecone Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 37.7% during the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after purchasing an additional 234 shares during the period. Finally, Princeton Global Asset Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $107,000.

iShares ESG MSCI KLD 400 ETF Stock Up 2.2 %

DSI opened at $104.20 on Monday. The firm has a market capitalization of $4.36 billion, a P/E ratio of 28.09 and a beta of 1.05. The firm’s 50 day moving average is $110.30 and its 200-day moving average is $110.31. iShares ESG MSCI KLD 400 ETF has a 52-week low of $94.05 and a 52-week high of $115.78.

iShares ESG MSCI KLD 400 ETF 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.