Concord Asset Management LLC VA Increases Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Concord Asset Management LLC VA boosted its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 25.7% during the 2nd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 4,457 shares of the company’s stock after purchasing an additional 910 shares during the quarter. Concord Asset Management LLC VA’s holdings in iShares ESG MSCI KLD 400 ETF were worth $518,000 as of its most recent SEC filing.

Several other large investors have also recently made changes to their positions in DSI. Cornerstone Planning Group LLC purchased a new position in iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at approximately $26,000. Columbia River Financial Group LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at approximately $30,000. SouthState Corp bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at approximately $64,000. Oliver Lagore Vanvalin Investment Group purchased a new stake in iShares ESG MSCI KLD 400 ETF during the second quarter valued at $75,000. Finally, Abound Financial LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the first quarter valued at $97,000.

iShares ESG MSCI KLD 400 ETF Stock Up 1.6%

iShares ESG MSCI KLD 400 ETF stock opened at $125.59 on Tuesday. The company has a market cap of $4.94 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02. The firm’s fifty day moving average is $123.02 and its 200 day moving average is $114.19. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $127.76.

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.