Concurrent Investment Advisors LLC Increases Stock Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Concurrent Investment Advisors LLC raised its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 160.7% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission. The fund owned 11,517 shares of the company’s stock after purchasing an additional 7,100 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,484,000 at the end of the most recent reporting period.

Several other hedge funds and other institutional investors also recently modified their holdings of DSI. Natural Investments LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at approximately $12,725,000. JPMorgan Chase & Co. grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.8% in the 3rd 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 last quarter. Aspiriant LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 306.4% in the 4th quarter. Aspiriant LLC now owns 54,846 shares of the company’s stock valued at $7,066,000 after purchasing an additional 41,352 shares during the last quarter. Thrivent Financial for Lutherans grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 80.5% in the 3rd quarter. Thrivent Financial for Lutherans now owns 79,771 shares of the company’s stock valued at $10,047,000 after purchasing an additional 35,581 shares during the last quarter. Finally, Bank of New York Mellon Corp grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 1.8% in the 3rd quarter. Bank of New York Mellon Corp now owns 1,169,621 shares of the company’s stock valued at $147,314,000 after purchasing an additional 21,148 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

iShares ESG MSCI KLD 400 ETF stock opened at $134.54 on Thursday. iShares ESG MSCI KLD 400 ETF has a 1-year low of $99.47 and a 1-year high of $135.41. The company has a market cap of $5.13 billion, a PE ratio of 26.56 and a beta of 1.06. The stock’s 50 day moving average price is $126.90 and its 200 day moving average price is $128.13.

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.