Zevin Asset Management LLC Has $308,000 Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Zevin Asset Management LLC grew its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 25.1% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 2,796 shares of the company’s stock after purchasing an additional 561 shares during the quarter. Zevin Asset Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $308,000 as of its most recent SEC filing.

Other large investors also recently modified their holdings of the company. Wealth Enhancement Advisory Services LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 8.4% in the fourth quarter. Wealth Enhancement Advisory Services LLC now owns 18,206 shares of the company’s stock valued at $1,981,000 after purchasing an additional 1,415 shares during the period. Merit Financial Group LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 47.8% in the fourth quarter. Merit Financial Group LLC now owns 4,987 shares of the company’s stock valued at $550,000 after purchasing an additional 1,612 shares during the period. Stifel Financial Corp raised its position in shares of iShares ESG MSCI KLD 400 ETF by 3.4% in the third quarter. Stifel Financial Corp now owns 41,732 shares of the company’s stock valued at $4,540,000 after purchasing an additional 1,384 shares during the period. Kovitz Investment Group Partners LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 3.8% in the third quarter. Kovitz Investment Group Partners LLC now owns 46,808 shares of the company’s stock valued at $5,092,000 after purchasing an additional 1,711 shares during the period. Finally, Arlington Financial Advisors LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 3.5% in the fourth quarter. Arlington Financial Advisors LLC now owns 19,627 shares of the company’s stock valued at $2,164,000 after purchasing an additional 655 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $104.20 on Friday. The firm has a market capitalization of $4.36 billion, a PE ratio of 28.09 and a beta of 1.05. The company’s 50-day moving average is $110.30 and its 200-day moving average is $110.25. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78.

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.