Harfst & Associates Inc. Makes New Investment in iShares ESG MSCI KLD 400 ETF $DSI

Harfst & Associates Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the third quarter, according to the company in its most recent 13F filing with the SEC. The institutional investor acquired 7,390 shares of the company’s stock, valued at approximately $1,080,000.

A number of other large investors have also made changes to their positions in DSI. Diversify Advisory Services LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 37.6% during the third quarter. Diversify Advisory Services LLC now owns 9,283 shares of the company’s stock worth $1,370,000 after acquiring an additional 2,536 shares in the last quarter. Arlington Financial Advisors LLC grew its stake in iShares ESG MSCI KLD 400 ETF by 3.0% in the third quarter. Arlington Financial Advisors LLC now owns 19,501 shares of the company’s stock valued at $2,851,000 after acquiring an additional 565 shares during the period. Maia Wealth LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 16.4% in the third quarter. Maia Wealth LLC now owns 3,333 shares of the company’s stock worth $487,000 after acquiring an additional 469 shares in the last quarter. Ridgecrest Wealth Partners LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 17.1% in the third quarter. Ridgecrest Wealth Partners LLC now owns 2,387 shares of the company’s stock worth $349,000 after acquiring an additional 349 shares in the last quarter. Finally, Birch Hill Investment Advisors LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the third quarter worth about $495,000.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $146.81 on Wednesday. The firm has a market cap of $5.51 billion, a P/E ratio of 26.56 and a beta of 1.07. The stock’s 50-day moving average is $146.87 and its 200-day moving average is $141.61. iShares ESG MSCI KLD 400 ETF has a one year low of $117.08 and a one year high of $150.74.

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.