Chicago Partners Investment Group LLC Makes New $3.16 Million Investment in iShares ESG MSCI KLD 400 ETF $DSI

Chicago Partners Investment Group LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 3rd quarter, HoldingsChannel.com reports. The institutional investor acquired 21,815 shares of the company’s stock, valued at approximately $3,164,000.

Several other large investors also recently modified their holdings of the company. Bank of New York Mellon Corp increased its holdings in iShares ESG MSCI KLD 400 ETF by 57.7% in the first quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock worth $152,037,000 after purchasing an additional 459,248 shares in the last quarter. IMA Advisory Services Inc. lifted its stake in iShares ESG MSCI KLD 400 ETF by 1.1% in the first quarter. IMA Advisory Services Inc. now owns 412,576 shares of the company’s stock valued at $49,743,000 after buying an additional 4,652 shares during the period. Park Avenue Securities LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth approximately $24,490,000. Ameritas Advisory Services LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 53.0% during the 2nd quarter. Ameritas Advisory Services LLC now owns 146,299 shares of the company’s stock worth $20,831,000 after buying an additional 50,666 shares in the last quarter. Finally, Gemmer Asset Management LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF by 0.6% during the 2nd quarter. Gemmer Asset Management LLC now owns 139,453 shares of the company’s stock worth $19,857,000 after buying an additional 764 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Up 0.4%

iShares ESG MSCI KLD 400 ETF stock opened at $138.49 on Friday. iShares ESG MSCI KLD 400 ETF has a 12-month low of $117.08 and a 12-month high of $150.74. The firm’s fifty day moving average is $146.15 and its 200 day moving average is $138.23. The company has a market capitalization of $5.18 billion, a PE ratio of 26.56 and a beta of 1.06.

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.