iShares ESG MSCI KLD 400 ETF $DSI Shares Acquired by Global Retirement Partners LLC

Global Retirement Partners LLC grew its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 19,185.3% during the 4th quarter, HoldingsChannel.com reports. The firm owned 221,974 shares of the company’s stock after buying an additional 220,823 shares during the period. Global Retirement Partners LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $28,597,000 at the end of the most recent quarter.

Several other large investors have also modified their holdings of DSI. Natural Investments LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $12,725,000. Ameritas Advisory Services LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 28,951.0% in the 4th quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after purchasing an additional 97,565 shares during the last quarter. Northwestern Mutual Wealth Management Co. lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 247.2% in the 4th quarter. Northwestern Mutual Wealth Management Co. now owns 121,545 shares of the company’s stock valued at $15,659,000 after purchasing an additional 86,538 shares during the last quarter. JPMorgan Chase & Co. lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock valued at $156,337,000 after purchasing an additional 45,045 shares during the last quarter. Finally, Aspiriant LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 306.4% in the 4th quarter. Aspiriant LLC now owns 54,846 shares of the company’s stock valued at $7,066,000 after purchasing an additional 41,352 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 1.2%

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $141.00 on Thursday. iShares ESG MSCI KLD 400 ETF has a 52 week low of $108.46 and a 52 week high of $143.20. The business’s fifty day simple moving average is $129.90 and its 200-day simple moving average is $129.28. The firm has a market cap of $5.30 billion, a PE ratio of 26.56 and a beta of 1.07.

About iShares ESG MSCI KLD 400 ETF

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.