Canandaigua National Bank & Trust Co. Acquires New Shares in iShares ESG MSCI KLD 400 ETF $DSI

Canandaigua National Bank & Trust Co. bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 2nd quarter, according to its most recent filing with the Securities & Exchange Commission. The fund bought 5,840 shares of the company’s stock, valued at approximately $832,000.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in DSI. Morgan Stanley raised its position in iShares ESG MSCI KLD 400 ETF by 1.6% in the 4th quarter. Morgan Stanley now owns 3,866,815 shares of the company’s stock valued at $498,162,000 after buying an additional 60,738 shares during the last quarter. LPL Financial LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 3.7% during the fourth quarter. LPL Financial LLC now owns 1,258,765 shares of the company’s stock worth $162,167,000 after purchasing an additional 45,080 shares during the last quarter. Bank of New York Mellon Corp boosted its holdings in iShares ESG MSCI KLD 400 ETF by 57.7% during the first quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock worth $152,037,000 after purchasing an additional 459,248 shares during the last quarter. IMA Advisory Services Inc. grew its position in iShares ESG MSCI KLD 400 ETF by 1.1% in the first quarter. IMA Advisory Services Inc. now owns 412,576 shares of the company’s stock valued at $49,743,000 after purchasing an additional 4,652 shares in the last quarter. Finally, Mariner LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 1.7% in the 4th quarter. Mariner LLC now owns 346,097 shares of the company’s stock valued at $44,600,000 after buying an additional 5,857 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.4%

NYSEARCA:DSI opened at $146.56 on Thursday. The firm has a market capitalization of $5.52 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 $148.20. The stock’s 50 day moving average price is $141.22 and its two-hundred day moving average price is $134.18.

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.