Potentia Wealth Purchases New Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Potentia Wealth purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor purchased 9,769 shares of the company’s stock, valued at approximately $1,077,000.

Several other institutional investors also recently modified their holdings of the company. Financial Life Planners acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth about $38,000. Synergy Asset Management LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth approximately $44,000. Adirondack Trust Co. raised its position 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 valued at $86,000 after acquiring an additional 90 shares during the last quarter. Bristlecone Advisors LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 37.7% in the 4th quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after purchasing an additional 234 shares during the period. Finally, Princeton Global Asset Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $107,000.

iShares ESG MSCI KLD 400 ETF Price Performance

iShares ESG MSCI KLD 400 ETF stock opened at $105.77 on Tuesday. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78. The firm has a market capitalization of $4.38 billion, a price-to-earnings ratio of 26.35 and a beta of 1.05. The company’s 50 day simple moving average is $109.54 and its 200 day simple moving average is $110.30.

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.