Boston Standard Wealth Management LLC Makes New Investment in iShares ESG MSCI KLD 400 ETF $DSI

Boston Standard Wealth Management LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 3rd quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The institutional investor bought 11,337 shares of the company’s stock, valued at approximately $1,657,000. iShares ESG MSCI KLD 400 ETF comprises approximately 0.2% of Boston Standard Wealth Management LLC’s investment portfolio, making the stock its 26th biggest position.

Other hedge funds have also added to or reduced their stakes in the company. LPL Financial LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 3.7% in the 4th quarter. LPL Financial LLC now owns 1,258,765 shares of the company’s stock valued at $162,167,000 after buying an additional 45,080 shares during the last quarter. Bank of New York Mellon Corp boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 57.7% during the 1st quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock worth $152,037,000 after buying an additional 459,248 shares during the last quarter. IMA Advisory Services Inc. boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.1% during the 1st quarter. IMA Advisory Services Inc. now owns 412,576 shares of the company’s stock worth $49,743,000 after buying an additional 4,652 shares during the last quarter. Rockefeller Capital Management L.P. grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.5% in the 4th quarter. Rockefeller Capital Management L.P. now owns 297,068 shares of the company’s stock valued at $38,271,000 after acquiring an additional 10,011 shares in the last quarter. Finally, Ameritas Advisory Services LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 53.0% in the 2nd quarter. Ameritas Advisory Services LLC now owns 146,299 shares of the company’s stock valued at $20,831,000 after acquiring an additional 50,666 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.6%

Shares of NYSEARCA:DSI traded down $0.89 during midday trading on Wednesday, reaching $149.20. The company had a trading volume of 93,193 shares, compared to its average volume of 128,811. The business’s 50 day moving average price is $146.15 and its 200 day moving average price is $139.72. The stock has a market cap of $5.58 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 1-year low of $117.08 and a 1-year high of $150.74.

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.