Avise Financial Cooperative Inc. Makes New $5.20 Million Investment in iShares ESG MSCI KLD 400 ETF $DSI

Avise Financial Cooperative Inc. bought a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 4th quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund bought 40,372 shares of the company’s stock, valued at approximately $5,201,000. iShares ESG MSCI KLD 400 ETF comprises approximately 4.7% of Avise Financial Cooperative Inc.’s holdings, making the stock its 6th largest holding. Avise Financial Cooperative Inc. owned approximately 0.10% of iShares ESG MSCI KLD 400 ETF as of its most recent SEC filing.

Several other large investors have also bought and sold shares of the company. Vise Technologies Inc. purchased a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter worth about $308,000. Continuum Advisory LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 10.4% in the fourth quarter. Continuum Advisory LLC now owns 13,155 shares of the company’s stock worth $1,695,000 after buying an additional 1,239 shares during the last quarter. Verus Capital Partners LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 9.9% in the fourth quarter. Verus Capital Partners LLC now owns 3,993 shares of the company’s stock worth $514,000 after buying an additional 360 shares during the last quarter. Lido Advisors LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 0.7% in the fourth quarter. Lido Advisors LLC now owns 28,905 shares of the company’s stock worth $3,641,000 after buying an additional 198 shares during the last quarter. Finally, Evolution Wealth Management Inc. raised its holdings in iShares ESG MSCI KLD 400 ETF by 64.8% in the fourth quarter. Evolution Wealth Management Inc. now owns 651 shares of the company’s stock worth $84,000 after buying an additional 256 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $144.25 on Friday. The stock has a market capitalization of $5.42 billion, a PE ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52-week low of $110.71 and a 52-week high of $144.71. The company has a 50-day simple moving average of $134.00 and a two-hundred day simple moving average of $130.39.

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.