Trillium Asset Management LLC Has $17.70 Million Stake in iShares ESG MSCI KLD 400 ETF $DSI

Trillium Asset Management LLC boosted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 75.0% during the 4th quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 136,825 shares of the company’s stock after buying an additional 58,652 shares during the period. Trillium Asset Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $17,696,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in the stock. Allianz SE raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 7.8% during the fourth quarter. Allianz SE now owns 53,354 shares of the company’s stock valued at $6,874,000 after purchasing an additional 3,856 shares during the period. Gerber Kawasaki Wealth & Investment Management acquired a new position in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $41,000. Johnson Financial Group Inc. boosted its stake in iShares ESG MSCI KLD 400 ETF by 75.6% during the 4th quarter. Johnson Financial Group Inc. now owns 95,412 shares of the company’s stock valued at $12,292,000 after purchasing an additional 41,084 shares during the last quarter. Brooklyn Investment Group acquired a new position in iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $443,000. Finally, Orion Porfolio Solutions LLC boosted its stake in iShares ESG MSCI KLD 400 ETF by 2.0% during the 4th quarter. Orion Porfolio Solutions LLC now owns 29,038 shares of the company’s stock valued at $3,741,000 after purchasing an additional 566 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

DSI stock opened at $141.20 on Friday. The company has a market capitalization of $5.31 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52-week low of $111.14 and a 52-week high of $144.71. The business has a 50-day simple moving average of $136.38 and a two-hundred day simple moving average of $131.00.

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.