Godfrey Financial Associates Inc. Takes Position in iShares ESG MSCI KLD 400 ETF $DSI

Godfrey Financial Associates Inc. purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm purchased 6,081 shares of the company’s stock, valued at approximately $783,000. iShares ESG MSCI KLD 400 ETF accounts for about 0.7% of Godfrey Financial Associates Inc.’s investment portfolio, making the stock its 27th biggest holding.

A number of other institutional investors also recently modified their holdings of DSI. Global Retirement Partners LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 19,185.3% in the fourth quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock valued at $28,597,000 after purchasing an additional 220,823 shares during the period. Natural Investments LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at approximately $12,725,000. Ameritas Advisory Services LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 28,951.0% in the fourth quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after purchasing an additional 97,565 shares during the period. Northwestern Mutual Wealth Management Co. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 247.2% in the fourth quarter. Northwestern Mutual Wealth Management Co. now owns 121,545 shares of the company’s stock valued at $15,659,000 after purchasing an additional 86,538 shares during the period. Finally, JPMorgan Chase & Co. raised its position in shares of 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 purchasing an additional 45,045 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 0.3%

Shares of DSI stock opened at $141.84 on Thursday. iShares ESG MSCI KLD 400 ETF has a 1 year low of $109.80 and a 1 year high of $143.20. The firm’s fifty day simple moving average is $131.52 and its 200 day simple moving average is $129.73. 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 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.