Cornerstone Planning Group LLC Acquires 3,933 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Cornerstone Planning Group LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2,103.2% in the first quarter, Holdings Channel reports. The institutional investor owned 4,120 shares of the company’s stock after buying an additional 3,933 shares during the quarter. Cornerstone Planning Group LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $499,000 as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds also recently modified their holdings of the business. Commonwealth Retirement Investments LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $31,000. IFP Advisors Inc raised its stake in iShares ESG MSCI KLD 400 ETF by 96.5% during the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after purchasing an additional 136 shares during the last quarter. Financial Life Planners acquired a new position in iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at $36,000. Gerber Kawasaki Wealth & Investment Management bought a new stake in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $41,000. Finally, AG Campbell Advisory LLC bought a new stake in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $53,000.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $139.65 on Friday. The company’s fifty day moving average is $141.36 and its two-hundred day moving average is $133.21. iShares ESG MSCI KLD 400 ETF has a 52-week low of $117.08 and a 52-week high of $144.71. The firm has a market capitalization of $5.25 billion, a price-to-earnings 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.