iShares ESG MSCI KLD 400 ETF $DSI Shares Newly Acquired by Carret Asset Management LLC

Carret Asset Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund purchased 3,800 shares of the company’s stock, valued at approximately $555,000.

Other large investors also recently bought and sold shares of the company. Bank of New York Mellon Corp boosted its position 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 in the last quarter. Commonwealth Equity Services LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF in the third quarter valued at approximately $30,887,000. Park Avenue Securities LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF in the third quarter valued at approximately $24,490,000. Manchester Capital Management LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the third quarter valued at approximately $18,813,000. Finally, Fifth Third Bancorp increased its position in shares of iShares ESG MSCI KLD 400 ETF by 650.3% in the first quarter. Fifth Third Bancorp now owns 70,112 shares of the company’s stock valued at $8,497,000 after buying an additional 60,767 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

iShares ESG MSCI KLD 400 ETF stock opened at $141.11 on Tuesday. The stock has a market capitalization of $5.28 billion, a PE ratio of 26.56 and a beta of 1.06. The business has a 50 day simple moving average of $146.02 and a 200-day simple moving average of $138.29. iShares ESG MSCI KLD 400 ETF has a 12 month low of $117.08 and a 12 month high of $150.74.

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.