iShares ESG MSCI KLD 400 ETF $DSI Holdings Trimmed by IMA Advisory Services Inc.

IMA Advisory Services Inc. decreased its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.8% in the 4th quarter, HoldingsChannel reports. The institutional investor owned 407,924 shares of the company’s stock after selling 11,876 shares during the period. iShares ESG MSCI KLD 400 ETF accounts for 5.0% of IMA Advisory Services Inc.’s holdings, making the stock its 4th biggest position. IMA Advisory Services Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $52,270,000 at the end of the most recent quarter.

Other hedge funds have also recently modified their holdings of the company. Curtis Wealth Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $242,000. Avise Financial Cooperative Inc. purchased a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $5,201,000. Vise Technologies Inc. purchased a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $308,000. Continuum Advisory LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 10.4% in the 4th quarter. Continuum Advisory LLC now owns 13,155 shares of the company’s stock valued at $1,695,000 after purchasing an additional 1,239 shares during the period. Finally, Verus Capital Partners LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 9.9% during the 4th quarter. Verus Capital Partners LLC now owns 3,993 shares of the company’s stock valued at $514,000 after purchasing an additional 360 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

iShares ESG MSCI KLD 400 ETF stock opened at $139.99 on Monday. The business’s 50 day simple moving average is $134.36 and its 200 day simple moving average is $130.49. iShares ESG MSCI KLD 400 ETF has a 12 month low of $111.14 and a 12 month high of $144.71. The company has a market cap of $5.26 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07.

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. 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.