Northstar Asset Management Inc. Makes New $629,000 Investment in iShares ESG MSCI KLD 400 ETF $DSI

Northstar Asset Management Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor bought 4,997 shares of the company’s stock, valued at approximately $629,000.

Several other hedge funds have also modified their holdings of DSI. Wealth Enhancement Advisory Services LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 12.7% during the third quarter. Wealth Enhancement Advisory Services LLC now owns 22,811 shares of the company’s stock worth $2,886,000 after acquiring an additional 2,575 shares during the period. Tred Avon Family Wealth LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth $1,001,000. BLVD Private Wealth LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth $209,000. Howland Capital Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth $205,000. Finally, Gould Asset Management LLC CA increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 29.4% in the 3rd quarter. Gould Asset Management LLC CA now owns 6,707 shares of the company’s stock valued at $845,000 after purchasing an additional 1,525 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.8%

Shares of NYSEARCA DSI opened at $131.09 on Friday. The stock has a market capitalization of $5.18 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 52 week low of $89.16 and a 52 week high of $131.85. The firm has a 50-day moving average price of $128.80 and a 200 day moving average price of $125.20.

iShares ESG MSCI KLD 400 ETF Company 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.