Trilogy Capital Inc. Purchases 262 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Trilogy Capital Inc. raised its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 9.4% in the 2nd quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 3,044 shares of the company’s stock after purchasing an additional 262 shares during the period. Trilogy Capital Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $354,000 as of its most recent filing with the SEC.

Several other hedge funds also recently bought and sold shares of DSI. Envestnet Asset Management Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the 1st quarter. Envestnet Asset Management Inc. now owns 2,033,072 shares of the company’s stock valued at $208,207,000 after buying an additional 13,572 shares in the last quarter. Bank of New York Mellon Corp grew its stake in iShares ESG MSCI KLD 400 ETF by 8.8% in the first quarter. Bank of New York Mellon Corp now owns 1,110,053 shares of the company’s stock valued at $113,681,000 after acquiring an additional 89,622 shares during the period. LPL Financial LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 0.5% in the first quarter. LPL Financial LLC now owns 1,010,417 shares of the company’s stock worth $103,477,000 after acquiring an additional 4,703 shares in the last quarter. Ameriprise Financial Inc. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 5.2% during the first quarter. Ameriprise Financial Inc. now owns 989,124 shares of the company’s stock worth $101,330,000 after purchasing an additional 48,505 shares during the period. Finally, Cerity Partners LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.5% during the 1st quarter. Cerity Partners LLC now owns 292,513 shares of the company’s stock valued at $29,956,000 after purchasing an additional 22,956 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $126.66 on Thursday. The stock has a 50 day simple moving average of $122.02 and a 200 day simple moving average of $112.84. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $126.77. The firm has a market capitalization of $5.04 billion, a PE ratio of 26.56 and a beta of 1.02.

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.