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

Avantax Advisory Services Inc. lowered its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 10.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 20,522 shares of the company’s stock after selling 2,416 shares during the quarter. 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 quarter.

Other institutional investors and hedge funds also recently modified their holdings of the company. Financial Life Planners acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $38,000. Synergy Asset Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $44,000. Adirondack Trust Co. increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 13.0% during the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares during the last quarter. Bristlecone Advisors LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 37.7% during the 4th quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after acquiring an additional 234 shares during the last quarter. Finally, Princeton Global Asset Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $107,000.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $104.20 on Monday. The company has a 50-day moving average of $110.30 and a 200-day moving average of $110.31. The company has a market cap of $4.36 billion, a P/E ratio of 28.09 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 12 month low of $94.05 and a 12 month 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.