iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Shares Acquired by Conscious Wealth Investments LLC

Conscious Wealth Investments LLC boosted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 13.8% in the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 18,875 shares of the company’s stock after purchasing an additional 2,296 shares during the quarter. Conscious Wealth Investments LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,129,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors and hedge funds also recently added to or reduced their stakes in the company. US Bancorp DE boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 121.9% during the third quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares during the last quarter. Ameritas Advisory Services LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 56.7% during the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after buying an additional 68,980 shares during the period. Rockefeller Capital Management L.P. boosted its stake in iShares ESG MSCI KLD 400 ETF by 5.6% in the 3rd quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock worth $17,906,000 after buying an additional 8,791 shares during the last quarter. Manchester Capital Management LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 5.6% in the 4th quarter. Manchester Capital Management LLC now owns 131,871 shares of the company’s stock valued at $14,539,000 after buying an additional 7,012 shares during the period. Finally, Gemmer Asset Management LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 5.3% during the 3rd quarter. Gemmer Asset Management LLC now owns 126,972 shares of the company’s stock valued at $13,813,000 after acquiring an additional 6,440 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI stock opened at $110.90 on Monday. The firm’s 50-day simple moving average is $112.03 and its 200-day simple moving average is $110.11. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78. The firm has a market cap of $4.90 billion, a P/E ratio of 29.01 and a beta of 1.09.

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.