5,089 Shares in iShares ESG MSCI KLD 400 ETF $DSI Acquired by Navigation Group LLC

Navigation Group LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 1st quarter, according to its most recent filing with the Securities and Exchange Commission. The fund acquired 5,089 shares of the company’s stock, valued at approximately $617,000.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Bank of New York Mellon Corp boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 57.7% in the first quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock worth $152,037,000 after buying an additional 459,248 shares during the period. Milestone Investment Advisors LLC raised its position in iShares ESG MSCI KLD 400 ETF by 5.0% during the first quarter. Milestone Investment Advisors LLC now owns 4,694 shares of the company’s stock valued at $569,000 after buying an additional 224 shares during the period. Uptick Partners LLC raised its position in iShares ESG MSCI KLD 400 ETF by 8.6% during the first quarter. Uptick Partners LLC now owns 2,003 shares of the company’s stock valued at $243,000 after buying an additional 158 shares during the period. Diversify Wealth Management LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 33.1% in the 1st quarter. Diversify Wealth Management LLC now owns 7,266 shares of the company’s stock worth $978,000 after acquiring an additional 1,806 shares in the last quarter. Finally, Valmark Advisers Inc. lifted its stake in iShares ESG MSCI KLD 400 ETF by 12.6% in the 1st quarter. Valmark Advisers Inc. now owns 11,320 shares of the company’s stock worth $1,372,000 after acquiring an additional 1,270 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Up 0.1%

Shares of NYSEARCA DSI opened at $142.38 on Thursday. iShares ESG MSCI KLD 400 ETF has a one year low of $116.71 and a one year high of $144.71. The firm has a market capitalization of $5.35 billion, a PE ratio of 26.56 and a beta of 1.07. The business has a 50-day moving average price of $141.33 and a two-hundred day moving average price of $133.09.

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.