iShares ESG MSCI KLD 400 ETF $DSI Shares Bought by IMA Advisory Services Inc.

IMA Advisory Services Inc. grew its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 1.1% during the 1st quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 412,576 shares of the company’s stock after purchasing an additional 4,652 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises approximately 4.9% of IMA Advisory Services Inc.’s investment portfolio, making the stock its 4th biggest holding. IMA Advisory Services Inc. owned about 1.10% of iShares ESG MSCI KLD 400 ETF worth $49,743,000 at the end of the most recent quarter.

A number of other large investors have also made changes to their positions in the business. Commonwealth Retirement Investments LLC acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $31,000. IFP Advisors Inc increased its position in iShares ESG MSCI KLD 400 ETF by 96.5% during the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after buying an additional 136 shares in the last quarter. Financial Life Planners acquired a new position in iShares ESG MSCI KLD 400 ETF during the 1st quarter valued at about $36,000. Gerber Kawasaki Wealth & Investment Management purchased a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at about $41,000. Finally, AG Campbell Advisory LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at about $53,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of NYSEARCA DSI opened at $139.65 on Friday. The company has a market cap of $5.25 billion, a PE ratio of 26.56 and a beta of 1.07. The business has a 50-day simple moving average of $141.36 and a two-hundred day simple moving average of $133.21. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $117.08 and a fifty-two week high of $144.71.

About iShares ESG MSCI KLD 400 ETF

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.