iShares ESG MSCI KLD 400 ETF $DSI Shares Newly Purchased by Trillium Asset Management LLC

Trillium Asset Management LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the third quarter, according to the company in its most recent disclosure with the SEC. The firm purchased 50,466 shares of the company’s stock, valued at approximately $7,377,000. Trillium Asset Management LLC owned approximately 0.13% of iShares ESG MSCI KLD 400 ETF at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also made changes to their positions in the company. Diversified Trust Co acquired a new stake in iShares ESG MSCI KLD 400 ETF in the third quarter valued at approximately $262,000. Valmark Advisers Inc. purchased a new position in iShares ESG MSCI KLD 400 ETF in the third quarter worth approximately $1,707,000. Russell Investments Group Ltd. lifted its stake in iShares ESG MSCI KLD 400 ETF by 17.0% in the third quarter. Russell Investments Group Ltd. now owns 1,904 shares of the company’s stock worth $278,000 after acquiring an additional 276 shares during the last quarter. Joel Isaacson & Co. LLC acquired a new position in iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth approximately $653,000. Finally, Topel & Distasi Wealth Management LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 3.0% during the 3rd quarter. Topel & Distasi Wealth Management LLC now owns 23,327 shares of the company’s stock worth $3,410,000 after acquiring an additional 671 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.6%

NYSEARCA DSI traded down $0.88 on Friday, hitting $139.97. 113,016 shares of the stock were exchanged, compared to its average volume of 129,789. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $117.08 and a fifty-two week high of $150.74. The company has a 50-day moving average price of $145.55 and a 200-day moving average price of $138.47. The company has a market cap of $5.25 billion, a PE ratio of 23.56 and a beta of 1.06.

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. 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.