Dorsey & Whitney Trust CO LLC Trims Stock Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Dorsey & Whitney Trust CO LLC lessened its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 19.4% during the 4th quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 10,436 shares of the company’s stock after selling 2,514 shares during the quarter. Dorsey & Whitney Trust CO LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,151,000 at the end of the most recent reporting period.

Several other institutional investors have also recently made changes to their positions in DSI. Raymond James Financial Inc. purchased a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $21,001,000. Assetmark Inc. raised its position in iShares ESG MSCI KLD 400 ETF by 1.1% in the fourth quarter. Assetmark Inc. now owns 42,316 shares of the company’s stock valued at $4,665,000 after purchasing an additional 444 shares during the period. Patten Group Inc. purchased a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $215,000. Steward Partners Investment Advisory LLC raised its position in iShares ESG MSCI KLD 400 ETF by 1.1% in the fourth quarter. Steward Partners Investment Advisory LLC now owns 27,414 shares of the company’s stock valued at $3,022,000 after purchasing an additional 288 shares during the period. Finally, Financial Services Advisory Inc raised its position in iShares ESG MSCI KLD 400 ETF by 2.3% in the fourth quarter. Financial Services Advisory Inc now owns 25,764 shares of the company’s stock valued at $2,840,000 after purchasing an additional 568 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Up 0.7 %

Shares of NYSEARCA DSI opened at $106.19 on Monday. The firm has a market cap of $4.44 billion, a price-to-earnings ratio of 28.09 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 52-week low of $94.05 and a 52-week high of $115.78. The business’s 50 day moving average is $111.07 and its two-hundred day moving average is $110.42.

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.