iShares ESG MSCI KLD 400 ETF $DSI Shares Acquired by True Blue Financial LLC

True Blue Financial LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 19.4% in the third quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The institutional investor owned 36,916 shares of the company’s stock after buying an additional 5,993 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises about 2.0% of True Blue Financial LLC’s portfolio, making the stock its 14th biggest holding. True Blue Financial LLC owned approximately 0.10% of iShares ESG MSCI KLD 400 ETF worth $5,396,000 at the end of the most recent quarter.

A number of other hedge funds have also modified their holdings of the business. AdvisorNet Financial Inc purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the third quarter worth about $450,000. Mather Group LLC. acquired a new position in iShares ESG MSCI KLD 400 ETF during the third quarter worth about $1,106,000. West Wealth Group LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 3.1% during the third quarter. West Wealth Group LLC now owns 3,664 shares of the company’s stock worth $536,000 after acquiring an additional 110 shares during the last quarter. Johnson Bixby & Associates LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 9.5% during the 3rd quarter. Johnson Bixby & Associates LLC now owns 4,905 shares of the company’s stock valued at $717,000 after acquiring an additional 427 shares in the last quarter. Finally, Tempus Wealth Planning LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 8.7% during the 3rd quarter. Tempus Wealth Planning LLC now owns 16,004 shares of the company’s stock valued at $2,339,000 after acquiring an additional 1,278 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Up 0.3%

Shares of NYSEARCA DSI opened at $147.53 on Friday. The stock has a market cap of $5.53 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 12-month low of $117.08 and a 12-month high of $150.74. The company has a 50-day moving average of $146.92 and a 200 day moving average of $141.07.

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. 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.