Umpqua Bank Acquires 3,170 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Umpqua Bank grew its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 42,436 shares of the company’s stock after buying an additional 3,170 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up about 1.6% of Umpqua Bank’s investment portfolio, making the stock its 12th biggest position. Umpqua Bank owned 0.10% of iShares ESG MSCI KLD 400 ETF worth $4,650,000 at the end of the most recent reporting period.

Several other large investors have also recently added to or reduced their stakes in the company. Darden Wealth Group Inc acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the third quarter worth approximately $208,000. Meridian Wealth Management LLC acquired a new position in iShares ESG MSCI KLD 400 ETF in the third quarter valued at approximately $704,000. Great Valley Advisor Group Inc. lifted its holdings in iShares ESG MSCI KLD 400 ETF by 7.8% in the third quarter. Great Valley Advisor Group Inc. now owns 2,822 shares of the company’s stock valued at $307,000 after buying an additional 204 shares during the period. Bank of Montreal Can lifted its holdings in iShares ESG MSCI KLD 400 ETF by 3.0% in the third quarter. Bank of Montreal Can now owns 60,183 shares of the company’s stock valued at $6,532,000 after buying an additional 1,737 shares during the period. Finally, Elios Financial Group Inc. acquired a new position in iShares ESG MSCI KLD 400 ETF in the third quarter valued at approximately $1,876,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA DSI opened at $103.85 on Friday. The company’s 50 day simple moving average is $109.61 and its 200 day simple moving average is $110.19. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78. The firm has a market capitalization of $4.30 billion, a P/E ratio of 26.35 and a beta of 1.05.

iShares ESG MSCI KLD 400 ETF Company 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.