Birchwood Financial Partners Inc. Invests $551,000 in iShares ESG MSCI KLD 400 ETF $DSI

Birchwood Financial Partners Inc. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 4,279 shares of the company’s stock, valued at approximately $551,000.

Several other large investors also recently bought and sold shares of the business. Revolve Wealth Partners LLC boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock worth $1,838,000 after purchasing an additional 119 shares during the last quarter. Goldman Sachs Group Inc. increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 7.1% in the first quarter. Goldman Sachs Group Inc. now owns 269,934 shares of the company’s stock valued at $27,644,000 after purchasing an additional 17,894 shares during the last quarter. First Trust Advisors LP increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 30.0% in the second quarter. First Trust Advisors LP now owns 2,567 shares of the company’s stock valued at $298,000 after purchasing an additional 592 shares during the last quarter. Baird Financial Group Inc. lifted its position in iShares ESG MSCI KLD 400 ETF by 8.2% during the second quarter. Baird Financial Group Inc. now owns 10,091 shares of the company’s stock worth $1,172,000 after buying an additional 762 shares in the last quarter. Finally, Marshall Wace LLP purchased a new position in iShares ESG MSCI KLD 400 ETF during the second quarter worth approximately $444,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA DSI opened at $141.80 on Friday. The stock’s fifty day moving average is $137.93 and its two-hundred day moving average is $131.43. The firm has a market capitalization of $5.33 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $111.14 and a fifty-two week high of $144.71.

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.