Kestra Advisory Services LLC Has $5.36 Million Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Kestra Advisory Services LLC boosted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 49.9% during the 1st quarter, according to the company in its most recent Form 13F filing with the SEC. The institutional investor owned 44,257 shares of the company’s stock after acquiring an additional 14,741 shares during the period. Kestra Advisory Services LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $5,363,000 as of its most recent SEC filing.

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

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $142.38 on Thursday. The stock has a 50 day moving average price of $141.33 and a two-hundred day moving average price of $133.09. The firm has a market capitalization of $5.35 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52 week low of $116.71 and a 52 week 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.