16,919 Shares in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) Bought by Allodium Investment Consultants LLC

Allodium Investment Consultants LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The fund purchased 16,919 shares of the company’s stock, valued at approximately $1,865,000. iShares ESG MSCI KLD 400 ETF accounts for approximately 1.6% of Allodium Investment Consultants LLC’s investment portfolio, making the stock its 18th biggest holding.

Several other large investors also recently added to or reduced their stakes in DSI. Raymond James & Associates grew its position in shares of iShares ESG MSCI KLD 400 ETF by 4.6% during the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after acquiring an additional 1,488 shares during the period. Eastern Bank bought a new stake in iShares ESG MSCI KLD 400 ETF during the third quarter valued at about $58,000. Arkadios Wealth Advisors grew its holdings in iShares ESG MSCI KLD 400 ETF by 26.3% during the third quarter. Arkadios Wealth Advisors now owns 4,828 shares of the company’s stock valued at $525,000 after purchasing an additional 1,005 shares during the period. PFG Investments LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 4.9% during the third quarter. PFG Investments LLC now owns 91,840 shares of the company’s stock valued at $9,991,000 after purchasing an additional 4,323 shares during the period. Finally, Consolidated Portfolio Review Corp grew its holdings in iShares ESG MSCI KLD 400 ETF by 3.2% during the third quarter. Consolidated Portfolio Review Corp now owns 8,248 shares of the company’s stock valued at $897,000 after purchasing an additional 259 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 1.9 %

Shares of NYSEARCA:DSI opened at $110.90 on Friday. The stock has a 50 day moving average of $112.03 and a 200 day moving average of $109.94. The company has a market cap of $4.90 billion, a PE ratio of 29.01 and a beta of 1.09. iShares ESG MSCI KLD 400 ETF has a 12-month low of $94.05 and a 12-month 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.