RCS Financial Planning LLC Acquires New Position in iShares ESG MSCI KLD 400 ETF $DSI

RCS Financial Planning LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the third quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 4,286 shares of the company’s stock, valued at approximately $540,000.

Other hedge funds have also made changes to their positions in the company. Gilbert Capital Group Inc. acquired a new position in iShares ESG MSCI KLD 400 ETF in the second quarter valued at approximately $5,176,000. Bank of New York Mellon Corp raised its position in 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 purchasing an additional 38,420 shares during the period. Thrivent Financial for Lutherans lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 80.5% in the 3rd quarter. Thrivent Financial for Lutherans now owns 79,771 shares of the company’s stock valued at $10,047,000 after purchasing an additional 35,581 shares during the last quarter. Modern Wealth Management LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 878.1% during the 2nd quarter. Modern Wealth Management LLC now owns 20,960 shares of the company’s stock worth $2,435,000 after purchasing an additional 18,817 shares during the period. Finally, Goldman Sachs Group Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 7.1% during the 1st quarter. Goldman Sachs Group Inc. now owns 269,934 shares of the company’s stock worth $27,644,000 after purchasing an additional 17,894 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $129.36 on Wednesday. The stock has a market capitalization of $5.09 billion, a P/E ratio of 26.56 and a beta of 1.05. The firm’s 50-day moving average is $129.74 and its two-hundred day moving average is $126.07. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $132.89.

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.