Sovereign Financial Group Inc. Decreases Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Sovereign Financial Group Inc. lessened its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 18.7% during the 2nd quarter, HoldingsChannel.com reports. The institutional investor owned 3,154 shares of the company’s stock after selling 726 shares during the quarter. Sovereign Financial Group Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $366,000 at the end of the most recent quarter.

Other hedge funds and other institutional investors also recently bought and sold shares of the company. Royal Bank of Canada raised its holdings in iShares ESG MSCI KLD 400 ETF by 3.3% during the 1st quarter. Royal Bank of Canada now owns 159,822 shares of the company’s stock valued at $16,367,000 after buying an additional 5,070 shares during the period. Bank of New York Mellon Corp raised its holdings in iShares ESG MSCI KLD 400 ETF by 8.8% during the 1st quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock valued at $113,681,000 after buying an additional 89,622 shares during the period. White Lighthouse Investment Management Inc. raised its holdings in iShares ESG MSCI KLD 400 ETF by 1.8% during the 1st quarter. White Lighthouse Investment Management Inc. now owns 15,215 shares of the company’s stock valued at $1,558,000 after buying an additional 271 shares during the period. Heck Capital Advisors LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 7.5% during the 2nd quarter. Heck Capital Advisors LLC now owns 3,683 shares of the company’s stock valued at $428,000 after buying an additional 256 shares during the period. Finally, Coordinated Financial Services Inc. purchased a new stake in iShares ESG MSCI KLD 400 ETF during the 2nd quarter valued at $460,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI opened at $123.63 on Monday. The stock’s fifty day moving average is $122.92 and its 200 day moving average is $114.03. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $89.16 and a fifty-two week high of $127.76. The firm has a market capitalization of $4.86 billion, a PE ratio of 26.56 and a beta of 1.02.

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.