Arete Wealth Advisors LLC Increases Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Arete Wealth Advisors LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.9% in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The fund owned 3,581 shares of the company’s stock after purchasing an additional 166 shares during the period. Arete Wealth Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $395,000 at the end of the most recent reporting period.

Other institutional investors and hedge funds have also recently modified their holdings of the company. Trillium Asset Management LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 107.0% during the 4th quarter. Trillium Asset Management LLC now owns 153,031 shares of the company’s stock worth $16,871,000 after buying an additional 79,096 shares during the last quarter. Wealth Enhancement Advisory Services LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 8.4% during the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock worth $1,981,000 after purchasing an additional 1,415 shares during the last quarter. Merit Financial Group LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 47.8% in the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after purchasing an additional 1,612 shares in the last quarter. RWA Wealth Partners LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 4.6% in the fourth quarter. RWA Wealth Partners LLC now owns 9,005 shares of the company’s stock valued at $993,000 after purchasing an additional 393 shares during the last quarter. Finally, Zevin Asset Management LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 25.1% during the fourth quarter. Zevin Asset Management LLC now owns 2,796 shares of the company’s stock worth $308,000 after purchasing an additional 561 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 5.6 %

Shares of NYSEARCA:DSI opened at $93.58 on Friday. The firm has a 50 day simple moving average of $107.54 and a 200-day simple moving average of $110.08. The company has a market capitalization of $3.87 billion, a PE ratio of 24.90 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a twelve month low of $93.48 and a twelve month high of $115.78.

iShares ESG MSCI KLD 400 ETF Company 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.