6,081 Shares in iShares ESG MSCI KLD 400 ETF $DSI Bought by Godfrey Financial Associates Inc.

Godfrey Financial Associates Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund bought 6,081 shares of the company’s stock, valued at approximately $783,000. iShares ESG MSCI KLD 400 ETF accounts for about 0.7% of Godfrey Financial Associates Inc.’s portfolio, making the stock its 27th biggest holding.

Other institutional investors and hedge funds have also bought and sold shares of the company. Aspiriant LLC increased its position in iShares ESG MSCI KLD 400 ETF by 306.4% during the fourth quarter. Aspiriant LLC now owns 54,846 shares of the company’s stock worth $7,066,000 after acquiring an additional 41,352 shares during the period. Allianz SE increased its holdings in iShares ESG MSCI KLD 400 ETF by 9.3% in the 3rd quarter. Allianz SE now owns 49,498 shares of the company’s stock valued at $6,234,000 after buying an additional 4,214 shares during the period. RCS Financial Planning LLC bought a new stake in iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at $540,000. JPMorgan Chase & Co. increased its holdings in iShares ESG MSCI KLD 400 ETF by 3.8% in the 3rd quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock valued at $156,337,000 after buying an additional 45,045 shares during the period. Finally, Merit Financial Group LLC increased its holdings in iShares ESG MSCI KLD 400 ETF by 55.8% in the 4th quarter. Merit Financial Group LLC now owns 25,949 shares of the company’s stock valued at $3,343,000 after buying an additional 9,295 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $141.84 on Thursday. The firm has a market capitalization of $5.33 billion, a PE ratio of 26.56 and a beta of 1.07. The company’s fifty day moving average price is $131.52 and its two-hundred day moving average price is $129.73. iShares ESG MSCI KLD 400 ETF has a 52-week low of $109.80 and a 52-week high of $143.20.

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.