Maia Wealth LLC Purchases 158 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Maia Wealth LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 1.9% during the 4th quarter, according to the company in its most recent Form 13F filing with the SEC. The fund owned 8,487 shares of the company’s stock after purchasing an additional 158 shares during the quarter. Maia Wealth LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $950,000 as of its most recent SEC filing.

A number of other institutional investors have also added to or reduced their stakes in DSI. Adirondack Trust Co. grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after acquiring an additional 90 shares in the last quarter. Savvy Advisors Inc. boosted its position in iShares ESG MSCI KLD 400 ETF by 3.4% in the third quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock worth $371,000 after purchasing an additional 112 shares during the last quarter. Sax Wealth Advisors LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock valued at $401,000 after purchasing an additional 115 shares during the period. Revolve Wealth Partners LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after purchasing an additional 119 shares during the last quarter. Finally, West Financial Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.7% during the 4th quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock worth $552,000 after purchasing an additional 131 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of NYSEARCA:DSI opened at $109.10 on Friday. The company has a market capitalization of $4.56 billion, a P/E ratio of 28.09 and a beta of 1.05. The company’s 50-day moving average is $111.73 and its 200 day moving average is $110.33. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78.

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.