4,279 Shares in iShares ESG MSCI KLD 400 ETF $DSI Purchased by Birchwood Financial Partners Inc.

Birchwood Financial Partners Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund bought 4,279 shares of the company’s stock, valued at approximately $551,000.

A number of other institutional investors also recently bought and sold shares of DSI. Morgan Stanley grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.6% in the 4th quarter. Morgan Stanley now owns 3,866,815 shares of the company’s stock valued at $498,162,000 after buying an additional 60,738 shares during the period. LPL Financial LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 3.7% during the 4th quarter. LPL Financial LLC now owns 1,258,765 shares of the company’s stock valued at $162,167,000 after buying an additional 45,080 shares during the period. JPMorgan Chase & Co. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 3.8% during the 3rd quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock valued at $156,337,000 after buying an additional 45,045 shares during the period. Mariner LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 1.7% during the 4th quarter. Mariner LLC now owns 346,097 shares of the company’s stock valued at $44,600,000 after buying an additional 5,857 shares during the period. Finally, US Bancorp DE lifted its holdings in iShares ESG MSCI KLD 400 ETF by 2.0% in the fourth quarter. US Bancorp DE now owns 327,015 shares of the company’s stock valued at $42,129,000 after acquiring an additional 6,373 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

DSI opened at $141.80 on Friday. The stock has a market capitalization of $5.33 billion, a PE 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. The business’s 50 day moving average price is $137.93 and its 200 day moving average price is $131.43.

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. 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.