Avise Financial Cooperative Inc. Takes Position in iShares ESG MSCI KLD 400 ETF $DSI

Avise Financial Cooperative Inc. acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, Holdings Channel.com reports. The institutional investor acquired 40,372 shares of the company’s stock, valued at approximately $5,201,000. iShares ESG MSCI KLD 400 ETF accounts for about 4.7% of Avise Financial Cooperative Inc.’s holdings, making the stock its 6th largest position.

Several other hedge funds have also recently made changes to their positions in DSI. Global Retirement Partners LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 19,185.3% during the fourth quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock valued at $28,597,000 after purchasing an additional 220,823 shares during the last quarter. Natural Investments LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $12,725,000. Ameritas Advisory Services LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 28,951.0% during the fourth quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after purchasing an additional 97,565 shares during the last quarter. Northwestern Mutual Wealth Management Co. raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 247.2% during the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 121,545 shares of the company’s stock valued at $15,659,000 after purchasing an additional 86,538 shares during the last quarter. Finally, JPMorgan Chase & Co. increased its holdings in iShares ESG MSCI KLD 400 ETF by 3.8% during the third quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock valued at $156,337,000 after buying an additional 45,045 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Up 1.1%

Shares of DSI stock opened at $144.25 on Friday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $110.71 and a 12 month high of $144.71. The stock has a market cap of $5.42 billion, a P/E ratio of 26.56 and a beta of 1.07. The company has a 50 day simple moving average of $134.00 and a two-hundred day simple moving average of $130.39.

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.