Compass Financial Group Inc. Ohio Makes New Investment in iShares ESG MSCI KLD 400 ETF $DSI

Compass Financial Group Inc. Ohio purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor purchased 26,293 shares of the company’s stock, valued at approximately $3,387,000. iShares ESG MSCI KLD 400 ETF makes up approximately 2.5% of Compass Financial Group Inc. Ohio’s investment portfolio, making the stock its 15th biggest position. Compass Financial Group Inc. Ohio owned 0.07% of iShares ESG MSCI KLD 400 ETF as of its most recent filing with the Securities & Exchange Commission.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in DSI. Morgan Stanley increased its position in shares of iShares ESG MSCI KLD 400 ETF by 1.6% during the 4th quarter. Morgan Stanley now owns 3,866,815 shares of the company’s stock valued at $498,162,000 after purchasing an additional 60,738 shares during the last quarter. LPL Financial LLC boosted 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 worth $162,167,000 after purchasing an additional 45,080 shares in the last quarter. JPMorgan Chase & Co. boosted its position in iShares ESG MSCI KLD 400 ETF by 3.8% in the third quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock valued at $156,337,000 after buying an additional 45,045 shares during the last quarter. Mariner LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.7% in the fourth quarter. Mariner LLC now owns 346,097 shares of the company’s stock worth $44,600,000 after buying an additional 5,857 shares during the last quarter. Finally, US Bancorp DE boosted its holdings 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 worth $42,129,000 after buying an additional 6,373 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $141.80 on Friday. iShares ESG MSCI KLD 400 ETF has a one year low of $111.14 and a one year high of $144.71. The stock has a 50 day moving average price of $138.24 and a 200 day moving average price of $131.50. The stock has a market capitalization of $5.33 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07.

iShares ESG MSCI KLD 400 ETF Company 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.