Robertson Stephens Wealth Management LLC Buys New Shares in iShares ESG MSCI KLD 400 ETF $DSI

Robertson Stephens Wealth Management LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund bought 6,806 shares of the company’s stock, valued at approximately $877,000.

Several other institutional investors and hedge funds also recently bought and sold shares of the stock. JPMorgan Chase & Co. lifted its position in iShares ESG MSCI KLD 400 ETF by 3.8% during the third quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock valued at $156,337,000 after purchasing an additional 45,045 shares in the last quarter. Bank of New York Mellon Corp lifted its position in iShares ESG MSCI KLD 400 ETF by 1.8% during the third quarter. Bank of New York Mellon Corp now owns 1,169,621 shares of the company’s stock valued at $147,314,000 after purchasing an additional 21,148 shares in the last quarter. IMA Advisory Services Inc. lifted its position in iShares ESG MSCI KLD 400 ETF by 4.4% during the third quarter. IMA Advisory Services Inc. now owns 419,800 shares of the company’s stock valued at $52,598,000 after purchasing an additional 17,789 shares in the last quarter. US Bancorp DE lifted its position in iShares ESG MSCI KLD 400 ETF by 2.0% during the fourth quarter. US Bancorp DE now owns 327,015 shares of the company’s stock valued at $42,129,000 after purchasing an additional 6,373 shares in the last quarter. Finally, Sei Investments Co. lifted its position in iShares ESG MSCI KLD 400 ETF by 4.7% during the second quarter. Sei Investments Co. now owns 290,834 shares of the company’s stock valued at $33,783,000 after purchasing an additional 12,968 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $136.04 on Monday. The stock’s 50-day simple moving average is $127.04 and its 200-day simple moving average is $128.23. iShares ESG MSCI KLD 400 ETF has a 52 week low of $103.22 and a 52 week high of $136.56. The company has a market capitalization of $5.12 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07.

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.