Oarsman Capital Inc. Purchases Shares of 5,980 iShares ESG MSCI KLD 400 ETF $DSI

Oarsman Capital Inc. purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 5,980 shares of the company’s stock, valued at approximately $770,000.

A number of other large investors also recently bought and sold shares of the stock. Portfolio Resources Advisor Group Inc. acquired a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $135,000. MML Investors Services LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 7.7% in the fourth quarter. MML Investors Services LLC now owns 107,771 shares of the company’s stock valued at $13,884,000 after acquiring an additional 7,681 shares during the period. Mariner LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 1.7% in the fourth quarter. Mariner LLC now owns 346,097 shares of the company’s stock valued at $44,600,000 after acquiring an additional 5,857 shares during the period. Focus Partners Wealth increased its position in shares of iShares ESG MSCI KLD 400 ETF by 39.2% in the fourth quarter. Focus Partners Wealth now owns 142,366 shares of the company’s stock valued at $18,341,000 after buying an additional 40,099 shares in the last quarter. Finally, Arax Advisory Partners purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $474,000.

iShares ESG MSCI KLD 400 ETF Price Performance

iShares ESG MSCI KLD 400 ETF stock opened at $143.43 on Tuesday. The stock has a market capitalization of $5.39 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 12 month low of $111.14 and a 12 month high of $144.71. The business has a 50 day simple moving average of $136.80 and a 200-day simple moving average of $131.15.

iShares ESG MSCI KLD 400 ETF Company 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.