Gemmer Asset Management LLC Has $13.16 Million Stock Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Gemmer Asset Management LLC increased its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 1.8% during the first quarter, according to the company in its most recent 13F filing with the SEC. The firm owned 128,546 shares of the company’s stock after purchasing an additional 2,227 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up 1.3% of Gemmer Asset Management LLC’s holdings, making the stock its 22nd largest position. Gemmer Asset Management LLC owned about 0.31% of iShares ESG MSCI KLD 400 ETF worth $13,164,000 at the end of the most recent reporting period.

A number of other institutional investors and hedge funds also recently modified their holdings of DSI. Revolve Wealth Partners LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after acquiring an additional 119 shares during the period. Long Run Wealth Advisors LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 1.5% during the 1st quarter. Long Run Wealth Advisors LLC now owns 9,453 shares of the company’s stock worth $968,000 after acquiring an additional 143 shares in the last quarter. Maia Wealth LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 1.9% in the fourth quarter. Maia Wealth LLC now owns 8,487 shares of the company’s stock valued at $950,000 after buying an additional 158 shares in the last quarter. Arete Wealth Advisors LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 4.9% in the fourth quarter. Arete Wealth Advisors LLC now owns 3,581 shares of the company’s stock valued at $395,000 after buying an additional 166 shares in the last quarter. Finally, Whittier Trust Co. boosted its position in iShares ESG MSCI KLD 400 ETF by 1.3% in the fourth quarter. Whittier Trust Co. now owns 13,940 shares of the company’s stock valued at $1,537,000 after buying an additional 173 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $112.32 on Friday. The firm has a market capitalization of $4.61 billion, a P/E ratio of 25.64 and a beta of 1.05. The company’s 50 day moving average price is $103.92 and its two-hundred day moving average price is $108.25. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $89.16 and a fifty-two week high of $115.78.

About iShares ESG MSCI KLD 400 ETF

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.