True Blue Financial LLC raised its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 19.4% in the 3rd quarter, Holdings Channel reports. The institutional investor owned 36,916 shares of the company’s stock after buying an additional 5,993 shares during the period. iShares ESG MSCI KLD 400 ETF accounts for approximately 2.0% of True Blue Financial LLC’s investment portfolio, making the stock its 14th largest position. True Blue Financial LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $5,396,000 as of its most recent filing with the Securities & Exchange Commission.
Several other large investors also recently added to or reduced their stakes in DSI. AdvisorNet Financial Inc acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth $450,000. Mather Group LLC. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth $1,106,000. West Wealth Group LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.1% during the 3rd quarter. West Wealth Group LLC now owns 3,664 shares of the company’s stock worth $536,000 after acquiring an additional 110 shares during the period. Johnson Bixby & Associates LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 9.5% during the 3rd quarter. Johnson Bixby & Associates LLC now owns 4,905 shares of the company’s stock worth $717,000 after acquiring an additional 427 shares during the period. Finally, Tempus Wealth Planning LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 8.7% during the 3rd quarter. Tempus Wealth Planning LLC now owns 16,004 shares of the company’s stock valued at $2,339,000 after acquiring an additional 1,278 shares during the last quarter.
iShares ESG MSCI KLD 400 ETF Trading Up 0.3%
Shares of DSI stock opened at $147.53 on Friday. The company’s 50-day moving average price is $146.92 and its 200-day moving average price is $141.07. The stock has a market cap of $5.53 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a twelve month low of $117.08 and a twelve month high of $150.74.
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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.
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