TrueWealth Financial Partners Acquires Shares of 30,352 iShares ESG MSCI KLD 400 ETF $DSI

TrueWealth Financial Partners acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, HoldingsChannel reports. The firm acquired 30,352 shares of the company’s stock, valued at approximately $3,910,000. iShares ESG MSCI KLD 400 ETF comprises about 3.2% of TrueWealth Financial Partners’ portfolio, making the stock its 9th biggest holding.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the stock. Fingerlakes Wealth Management Inc. raised its stake in iShares ESG MSCI KLD 400 ETF by 5.1% during the 4th quarter. Fingerlakes Wealth Management Inc. now owns 20,138 shares of the company’s stock valued at $2,594,000 after acquiring an additional 970 shares during the last quarter. Ameritas Advisory Services LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 28,951.0% during the 4th quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after acquiring an additional 97,565 shares during the last quarter. World Investment Advisors raised its stake in iShares ESG MSCI KLD 400 ETF by 9.6% during the 4th quarter. World Investment Advisors now owns 9,484 shares of the company’s stock valued at $1,155,000 after acquiring an additional 829 shares during the last quarter. Bailard Inc. raised its stake in iShares ESG MSCI KLD 400 ETF by 0.6% during the 4th quarter. Bailard Inc. now owns 30,946 shares of the company’s stock valued at $3,987,000 after acquiring an additional 195 shares during the last quarter. Finally, Mascoma Wealth Management LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 1.1% during the 4th quarter. Mascoma Wealth Management LLC now owns 79,229 shares of the company’s stock valued at $10,207,000 after acquiring an additional 882 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.7%

DSI opened at $141.24 on Thursday. The business has a 50 day moving average price of $128.51 and a two-hundred day moving average price of $128.88. The company has a market cap of $5.31 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52 week low of $108.46 and a 52 week high of $141.59.

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.