McClarren Financial Advisors Inc. Has $4.04 Million Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

McClarren Financial Advisors Inc. boosted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 159.9% in the 1st quarter, HoldingsChannel reports. The firm owned 33,362 shares of the company’s stock after buying an additional 20,526 shares during the period. iShares ESG MSCI KLD 400 ETF accounts for about 2.4% of McClarren Financial Advisors Inc.’s investment portfolio, making the stock its 11th largest holding. McClarren Financial Advisors Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $4,043,000 as of its most recent SEC filing.

Other institutional investors have also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC acquired a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at about $31,000. IFP Advisors Inc increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 96.5% during the fourth quarter. IFP Advisors Inc now owns 277 shares of the company’s stock worth $36,000 after buying an additional 136 shares in the last quarter. Financial Life Planners acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the third quarter worth approximately $38,000. Gerber Kawasaki Wealth & Investment Management acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth approximately $41,000. Finally, Qube Research & Technologies Ltd raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 1,222.6% in the third quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock valued at $52,000 after acquiring an additional 379 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI opened at $141.80 on Friday. The stock has a market capitalization of $5.33 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 1 year low of $111.14 and a 1 year high of $144.71. The firm has a 50 day moving average of $138.24 and a 200-day moving average of $131.50.

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.