Kovitz Investment Group Partners LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 1.9% in the fourth quarter, HoldingsChannel.com reports. The firm owned 47,712 shares of the company’s stock after purchasing an additional 904 shares during the period. Kovitz Investment Group Partners LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $5,260,000 as of its most recent SEC filing.
A number of other large investors also recently modified their holdings of the stock. Copley Financial Group Inc. bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth $229,000. SK Wealth Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the third quarter valued at approximately $476,000. One Wealth Capital Management LLC bought a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter worth $760,000. Wealth Enhancement Advisory Services LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 8.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock worth $1,981,000 after purchasing an additional 1,415 shares during the last quarter. Finally, ST Germain D J Co. Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 13.3% during the 4th quarter. ST Germain D J Co. Inc. now owns 42,179 shares of the company’s stock valued at $4,650,000 after purchasing an additional 4,944 shares during the last quarter.
iShares ESG MSCI KLD 400 ETF Stock Performance
NYSEARCA DSI opened at $101.16 on Friday. The company has a market capitalization of $4.18 billion, a PE ratio of 25.16 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $115.78. The company has a 50-day simple moving average of $102.52 and a 200 day simple moving average of $108.78.
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.
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