Focus Partners Advisor Solutions LLC Purchases 3,056 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Focus Partners Advisor Solutions LLC grew its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 56.0% during the second quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor owned 8,516 shares of the company’s stock after purchasing an additional 3,056 shares during the period. Focus Partners Advisor Solutions LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $989,000 at the end of the most recent quarter.

A number of other institutional investors also recently modified their holdings of the company. Envestnet Asset Management Inc. lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the first quarter. Envestnet Asset Management Inc. now owns 2,033,072 shares of the company’s stock valued at $208,207,000 after purchasing an additional 13,572 shares in the last quarter. Bank of New York Mellon Corp lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.8% in the first quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock valued at $113,681,000 after purchasing an additional 89,622 shares in the last quarter. LPL Financial LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 0.5% during the first quarter. LPL Financial LLC now owns 1,010,417 shares of the company’s stock worth $103,477,000 after acquiring an additional 4,703 shares in the last quarter. Ameriprise Financial Inc. raised its holdings in iShares ESG MSCI KLD 400 ETF by 5.2% during the first quarter. Ameriprise Financial Inc. now owns 989,124 shares of the company’s stock worth $101,330,000 after acquiring an additional 48,505 shares in the last quarter. Finally, Cerity Partners LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 8.5% during the first quarter. Cerity Partners LLC now owns 292,513 shares of the company’s stock worth $29,956,000 after acquiring an additional 22,956 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

DSI opened at $129.80 on Tuesday. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $129.87. The firm has a market capitalization of $5.07 billion, a PE ratio of 26.56 and a beta of 1.05. The business’s 50-day simple moving average is $124.24 and its 200 day simple moving average is $116.21.

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.