Manchester Capital Management LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 2.7% in the 4th quarter, according to its most recent disclosure with the SEC. The fund owned 138,607 shares of the company’s stock after acquiring an additional 3,654 shares during the period. iShares ESG MSCI KLD 400 ETF accounts for 2.4% of Manchester Capital Management LLC’s portfolio, making the stock its 11th biggest holding. Manchester Capital Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $17,857,000 at the end of the most recent reporting period.
A number of other institutional investors and hedge funds have also recently bought and sold shares of the stock. Aptus Capital Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 0.6% in the 3rd quarter. Aptus Capital Advisors LLC now owns 13,760 shares of the company’s stock valued at $1,733,000 after buying an additional 84 shares in the last quarter. Arete Wealth Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 2.6% in the 3rd quarter. Arete Wealth Advisors LLC now owns 3,390 shares of the company’s stock valued at $427,000 after buying an additional 86 shares in the last quarter. Keystone Financial Services grew its position in iShares ESG MSCI KLD 400 ETF by 1.5% in the 3rd quarter. Keystone Financial Services now owns 6,620 shares of the company’s stock valued at $834,000 after buying an additional 97 shares in the last quarter. Pennsylvania Capital Management Inc. ADV grew its position in iShares ESG MSCI KLD 400 ETF by 0.4% in the 3rd quarter. Pennsylvania Capital Management Inc. ADV now owns 26,352 shares of the company’s stock valued at $3,319,000 after buying an additional 110 shares in the last quarter. Finally, Revolve Wealth Partners LLC grew its position in iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after buying an additional 119 shares in the last quarter.
iShares ESG MSCI KLD 400 ETF Price Performance
Shares of DSI opened at $139.99 on Monday. The firm has a 50-day moving average price of $134.36 and a 200 day moving average price of $130.49. The firm has a market capitalization of $5.26 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52-week low of $111.14 and a 52-week high of $144.71.
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. 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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