Orion Portfolio Solutions LLC Raises Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Orion Portfolio Solutions LLC grew its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.9% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 36,771 shares of the company’s stock after acquiring an additional 1,732 shares during the period. Orion Portfolio Solutions LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $4,054,000 as of its most recent filing with the Securities & Exchange Commission.

Other large investors have also modified their holdings of the company. Brooklyn FI LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 6,323.3% during the 4th quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock worth $44,263,000 after acquiring an additional 390,024 shares in the last quarter. Essential Planning LLC. grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 6,218.7% during the fourth quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock worth $26,080,000 after purchasing an additional 229,904 shares in the last quarter. Raymond James Financial Inc. purchased a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at $21,001,000. LPL Financial LLC increased its holdings in iShares ESG MSCI KLD 400 ETF by 22.9% in the fourth quarter. LPL Financial LLC now owns 1,005,714 shares of the company’s stock valued at $110,880,000 after buying an additional 187,597 shares during the last quarter. Finally, Natural Investments LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at $8,959,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI opened at $102.01 on Monday. iShares ESG MSCI KLD 400 ETF has a 1 year low of $94.05 and a 1 year high of $115.78. The stock has a market cap of $4.23 billion, a P/E ratio of 26.35 and a beta of 1.05. The stock has a 50-day simple moving average of $108.96 and a 200-day simple moving average of $110.32.

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.