Birch Hill Investment Advisors LLC Grows Stock Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Birch Hill Investment Advisors LLC grew its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 11.4% during the first quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 3,358 shares of the company’s stock after purchasing an additional 344 shares during the quarter. Birch Hill Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $344,000 as of its most recent SEC filing.

Other institutional investors have also bought and sold shares of the company. Trillium Asset Management LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 107.0% in the 4th quarter. Trillium Asset Management LLC now owns 153,031 shares of the company’s stock worth $16,871,000 after purchasing an additional 79,096 shares in the last quarter. Freedom Investment Management Inc. purchased a new position in iShares ESG MSCI KLD 400 ETF in the 4th quarter worth approximately $203,000. RWA Wealth Partners LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 4.6% during the 4th quarter. RWA Wealth Partners LLC now owns 9,005 shares of the company’s stock valued at $993,000 after buying an additional 393 shares during the period. Headinvest LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 14.4% during the 4th quarter. Headinvest LLC now owns 49,595 shares of the company’s stock valued at $5,468,000 after buying an additional 6,228 shares during the period. Finally, Zevin Asset Management LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 25.1% during the 4th quarter. Zevin Asset Management LLC now owns 2,796 shares of the company’s stock valued at $308,000 after buying an additional 561 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Performance

DSI stock opened at $112.08 on Wednesday. The firm has a market cap of $4.54 billion, a PE ratio of 25.64 and a beta of 1.06. The firm’s 50 day moving average price is $106.26 and its 200-day moving average price is $108.18. iShares ESG MSCI KLD 400 ETF has a one year low of $89.16 and a one year 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.