iShares ESG MSCI KLD 400 ETF $DSI is IMA Advisory Services Inc.’s 4th Largest Position

IMA Advisory Services Inc. raised its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.4% in the 3rd quarter, according to the company in its most recent disclosure with the SEC. The fund owned 419,800 shares of the company’s stock after buying an additional 17,789 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises about 5.3% of IMA Advisory Services Inc.’s investment portfolio, making the stock its 4th largest holding. IMA Advisory Services Inc. owned approximately 1.08% of iShares ESG MSCI KLD 400 ETF worth $52,598,000 at the end of the most recent reporting period.

A number of other institutional investors have also modified their holdings of the company. Gilbert Capital Group Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter worth approximately $5,176,000. Bank of New York Mellon Corp grew its holdings in iShares ESG MSCI KLD 400 ETF by 3.5% in the second quarter. Bank of New York Mellon Corp now owns 1,148,473 shares of the company’s stock worth $133,407,000 after purchasing an additional 38,420 shares during the last quarter. Thrivent Financial for Lutherans grew its holdings in iShares ESG MSCI KLD 400 ETF by 80.5% in the third quarter. Thrivent Financial for Lutherans now owns 79,771 shares of the company’s stock worth $10,047,000 after purchasing an additional 35,581 shares during the last quarter. Modern Wealth Management LLC increased its position in shares of iShares ESG MSCI KLD 400 ETF by 878.1% during the second quarter. Modern Wealth Management LLC now owns 20,960 shares of the company’s stock worth $2,435,000 after purchasing an additional 18,817 shares in the last quarter. Finally, Goldman Sachs Group Inc. increased its position in shares of iShares ESG MSCI KLD 400 ETF by 7.1% during the first quarter. Goldman Sachs Group Inc. now owns 269,934 shares of the company’s stock worth $27,644,000 after purchasing an additional 17,894 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 1.3%

Shares of DSI opened at $128.65 on Friday. The firm has a market cap of $5.06 billion, a PE ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $132.89. The stock has a fifty day moving average price of $129.91 and a 200-day moving average price of $126.45.

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.