iShares ESG MSCI KLD 400 ETF $DSI Position Raised by IMA Advisory Services Inc.

IMA Advisory Services Inc. lifted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 1.1% during the first quarter, Holdings Channel.com reports. The firm owned 412,576 shares of the company’s stock after acquiring an additional 4,652 shares during the period. iShares ESG MSCI KLD 400 ETF comprises 4.9% of IMA Advisory Services Inc.’s investment portfolio, making the stock its 4th biggest holding. IMA Advisory Services Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $49,743,000 at the end of the most recent reporting period.

Other large investors have also recently made changes to their positions in the company. Commonwealth Retirement Investments LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter worth $31,000. IFP Advisors Inc increased its holdings in iShares ESG MSCI KLD 400 ETF by 96.5% in the fourth quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after buying an additional 136 shares in the last quarter. Financial Life Planners purchased a new position in iShares ESG MSCI KLD 400 ETF in the first quarter valued at $36,000. Gerber Kawasaki Wealth & Investment Management acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $41,000. Finally, AG Campbell Advisory LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $53,000.

iShares ESG MSCI KLD 400 ETF Stock Down 1.3%

DSI stock opened at $139.65 on Friday. The company’s 50-day simple moving average is $141.36 and its 200-day simple 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 cap of $5.25 billion, a P/E ratio of 26.56 and a beta of 1.07.

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.