iShares ESG MSCI KLD 400 ETF $DSI Shares Bought by Gemmer Asset Management LLC

Gemmer Asset Management LLC raised its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 6.6% in the 3rd quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 139,090 shares of the company’s stock after buying an additional 8,668 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up approximately 1.4% of Gemmer Asset Management LLC’s investment portfolio, making the stock its 20th largest position. Gemmer Asset Management LLC owned about 0.35% of iShares ESG MSCI KLD 400 ETF worth $17,518,000 as of its most recent filing with the Securities & Exchange Commission.

Other hedge funds and other institutional investors have also modified their holdings of the company. Farther Finance Advisors LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the 2nd quarter. Farther Finance Advisors LLC now owns 12,726 shares of the company’s stock valued at $1,478,000 after acquiring an additional 86 shares during the last quarter. Western Wealth Management LLC increased its position in iShares ESG MSCI KLD 400 ETF by 1.7% during the second quarter. Western Wealth Management LLC now owns 5,261 shares of the company’s stock worth $611,000 after purchasing an additional 86 shares during the last quarter. 4Thought Financial Group Inc. raised its stake in iShares ESG MSCI KLD 400 ETF by 4.3% during the second quarter. 4Thought Financial Group Inc. now owns 2,182 shares of the company’s stock worth $253,000 after purchasing an additional 89 shares during the period. JB Capital LLC raised its stake in iShares ESG MSCI KLD 400 ETF by 3.2% during the second quarter. JB Capital LLC now owns 2,933 shares of the company’s stock worth $341,000 after purchasing an additional 92 shares during the period. Finally, Fingerlakes Wealth Management Inc. boosted its holdings in iShares ESG MSCI KLD 400 ETF by 0.5% in the 2nd quarter. Fingerlakes Wealth Management Inc. now owns 18,886 shares of the company’s stock valued at $2,194,000 after purchasing an additional 98 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

iShares ESG MSCI KLD 400 ETF stock opened at $130.51 on Thursday. The firm has a 50 day simple moving average of $127.90 and a 200-day simple moving average of $122.90. The stock has a market cap of $5.09 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1-year low of $89.16 and a 1-year high of $131.54.

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.