Tred Avon Family Wealth LLC Buys New Stake in iShares ESG MSCI KLD 400 ETF $DSI

Tred Avon Family Wealth LLC purchased a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 3rd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 7,949 shares of the company’s stock, valued at approximately $1,001,000.

Other hedge funds also recently bought and sold shares of the company. BLVD Private Wealth LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth $209,000. Howland Capital Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter valued at about $205,000. Gould Asset Management LLC CA lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 29.4% in the 3rd quarter. Gould Asset Management LLC CA now owns 6,707 shares of the company’s stock valued at $845,000 after acquiring an additional 1,525 shares during the last quarter. WoodTrust Financial Corp bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at about $1,029,000. Finally, Ritholtz Wealth Management purchased a new position in iShares ESG MSCI KLD 400 ETF in the third quarter worth about $340,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA DSI opened at $130.91 on Friday. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $131.85. The business’s 50 day moving average is $128.67 and its two-hundred day moving average is $124.90. The stock has a market capitalization of $5.17 billion, a P/E ratio of 26.56 and a beta of 1.05.

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. 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.