Bar Harbor Wealth Management Purchases Shares of 6,693 iShares ESG MSCI KLD 400 ETF $DSI

Bar Harbor Wealth Management purchased a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the 1st quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The institutional investor purchased 6,693 shares of the company’s stock, valued at approximately $811,000.

Other hedge funds and other institutional investors have also added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter worth $31,000. IFP Advisors Inc increased its position in shares of iShares ESG MSCI KLD 400 ETF by 96.5% during the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after purchasing an additional 136 shares during the last quarter. Financial Life Planners bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter valued at about $38,000. Gerber Kawasaki Wealth & Investment Management purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $41,000. Finally, AG Campbell Advisory LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter valued at about $53,000.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA:DSI opened at $138.89 on Thursday. The company has a market capitalization of $5.22 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. The business has a 50 day moving average of $139.03 and a 200 day moving average of $131.77. iShares ESG MSCI KLD 400 ETF has a 1-year low of $113.89 and a 1-year high of $144.71.

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.