iShares ESG MSCI KLD 400 ETF $DSI Shares Bought by Manchester Capital Management LLC

Manchester Capital Management LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.7% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The firm owned 138,607 shares of the company’s stock after purchasing an additional 3,654 shares during the period. iShares ESG MSCI KLD 400 ETF accounts for 2.4% of Manchester Capital Management LLC’s portfolio, making the stock its 11th biggest position. Manchester Capital Management LLC owned approximately 0.35% of iShares ESG MSCI KLD 400 ETF worth $17,857,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Milestone Investment Advisors LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 46.6% during the fourth quarter. Milestone Investment Advisors LLC now owns 4,470 shares of the company’s stock worth $576,000 after acquiring an additional 1,421 shares during the last quarter. Curtis Wealth Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth about $242,000. Avise Financial Cooperative Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth about $5,201,000. Vise Technologies Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth about $308,000. Finally, Continuum Advisory LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 10.4% during the fourth quarter. Continuum Advisory LLC now owns 13,155 shares of the company’s stock worth $1,695,000 after acquiring an additional 1,239 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

iShares ESG MSCI KLD 400 ETF stock opened at $139.99 on Monday. The company has a 50-day simple moving average of $134.36 and a 200-day simple moving average of $130.49. The firm has a market capitalization of $5.26 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a one year low of $111.14 and a one year high of $144.71.

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.