Truist Financial Corp Has $24.28 Million Stock Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Truist Financial Corp boosted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.3% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 192,740 shares of the company’s stock after acquiring an additional 6,204 shares during the period. Truist Financial Corp owned 0.49% of iShares ESG MSCI KLD 400 ETF worth $24,276,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Birch Hill Investment Advisors LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 2.1% during the 3rd quarter. Birch Hill Investment Advisors LLC now owns 3,879 shares of the company’s stock worth $489,000 after buying an additional 81 shares during the period. JNBA Financial Advisors boosted its stake in iShares ESG MSCI KLD 400 ETF by 3.1% in the third quarter. JNBA Financial Advisors now owns 2,748 shares of the company’s stock valued at $346,000 after acquiring an additional 82 shares during the last quarter. Western Wealth Management LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 1.7% during the 2nd quarter. Western Wealth Management LLC now owns 5,261 shares of the company’s stock worth $611,000 after acquiring an additional 86 shares during the period. 4Thought Financial Group Inc. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 4.3% during the 2nd quarter. 4Thought Financial Group Inc. now owns 2,182 shares of the company’s stock valued at $253,000 after acquiring an additional 89 shares during the last quarter. Finally, Geneos Wealth Management Inc. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 2.0% during the 3rd quarter. Geneos Wealth Management Inc. now owns 4,669 shares of the company’s stock valued at $588,000 after acquiring an additional 90 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.3%

NYSEARCA:DSI opened at $130.83 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $132.89. The stock’s fifty day simple moving average is $129.59 and its 200-day simple moving average is $125.80. The firm has a market capitalization of $5.15 billion, a P/E ratio of 26.56 and a beta of 1.05.

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.