Compass Financial Group Inc. Ohio Invests $3.39 Million in iShares ESG MSCI KLD 400 ETF $DSI

Compass Financial Group Inc. Ohio bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, Holdings Channel reports. The fund bought 26,293 shares of the company’s stock, valued at approximately $3,387,000. iShares ESG MSCI KLD 400 ETF makes up 2.5% of Compass Financial Group Inc. Ohio’s holdings, making the stock its 15th biggest position.

A number of other hedge funds have also recently added to or reduced their stakes in DSI. Commonwealth Retirement Investments LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth approximately $31,000. IFP Advisors Inc lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 96.5% in the fourth quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after acquiring an additional 136 shares in the last quarter. Financial Life Planners acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the third quarter valued at $38,000. Gerber Kawasaki Wealth & Investment Management acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at $41,000. Finally, Qube Research & Technologies Ltd increased its position in iShares ESG MSCI KLD 400 ETF by 1,222.6% during the 3rd quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after purchasing an additional 379 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA:DSI opened at $141.80 on Friday. The firm has a 50 day simple moving average of $138.24 and a 200-day simple moving average of $131.50. The firm has a market cap of $5.33 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 1-year low of $111.14 and a 1-year high of $144.71.

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.