Centurion Wealth Management LLC decreased its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 13.4% during the 4th quarter, HoldingsChannel.com reports. The firm owned 2,828 shares of the company’s stock after selling 436 shares during the period. Centurion Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $312,000 as of its most recent SEC filing.
Several other hedge funds also recently modified their holdings of the business. 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 worth $86,000 after purchasing an additional 90 shares during the last quarter. Sax Wealth Advisors LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock valued at $401,000 after buying an additional 115 shares during the last quarter. Revolve Wealth Partners LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after buying an additional 119 shares during the last quarter. West Financial Advisors LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 2.7% in the 4th quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after buying an additional 131 shares during the last quarter. Finally, Tempus Wealth Planning LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 1.0% in the 4th quarter. Tempus Wealth Planning LLC now owns 13,531 shares of the company’s stock valued at $1,492,000 after buying an additional 136 shares during the last quarter.
iShares ESG MSCI KLD 400 ETF Trading Up 2.2 %
NYSEARCA:DSI opened at $104.20 on Friday. iShares ESG MSCI KLD 400 ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The firm’s fifty day simple moving average is $110.30 and its 200 day simple moving average is $110.28. The firm has a market capitalization of $4.36 billion, a PE ratio of 28.09 and a beta of 1.05.
About iShares ESG MSCI KLD 400 ETF
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.
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