iShares ESG MSCI KLD 400 ETF $DSI Shares Acquired by Topel & Distasi Wealth Management LLC

Topel & Distasi Wealth Management LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.6% during the 2nd quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm owned 25,866 shares of the company’s stock after buying an additional 899 shares during the period. iShares ESG MSCI KLD 400 ETF makes up 1.6% of Topel & Distasi Wealth Management LLC’s portfolio, making the stock its 23rd biggest position. Topel & Distasi Wealth Management LLC owned about 0.06% of iShares ESG MSCI KLD 400 ETF worth $3,005,000 as of its most recent filing with the Securities and Exchange Commission.

A number of other institutional investors also recently made changes to their positions in DSI. SCS Capital Management LLC bought a new stake in iShares ESG MSCI KLD 400 ETF during the first quarter worth approximately $7,043,000. Ameriprise Financial Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 5.2% during the 1st quarter. Ameriprise Financial Inc. now owns 989,124 shares of the company’s stock valued at $101,330,000 after purchasing an additional 48,505 shares during the period. Jones Financial Companies Lllp raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 458.0% in the 1st quarter. Jones Financial Companies Lllp now owns 55,134 shares of the company’s stock worth $5,646,000 after buying an additional 45,254 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.5% in the second quarter. Bank of New York Mellon Corp now owns 1,148,473 shares of the company’s stock valued at $133,407,000 after buying an additional 38,420 shares during the period. Finally, Wealthspire Advisors LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 100.1% during the first quarter. Wealthspire Advisors LLC now owns 72,984 shares of the company’s stock worth $7,474,000 after acquiring an additional 36,517 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 0.2%

Shares of NYSEARCA DSI opened at $126.60 on Monday. iShares ESG MSCI KLD 400 ETF has a twelve month low of $89.16 and a twelve month high of $131.54. The firm has a 50-day moving average of $125.63 and a two-hundred day moving average of $118.35. The company has a market capitalization of $4.94 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05.

iShares ESG MSCI KLD 400 ETF 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.