Mmbg Investment Advisors CO. Invests $1.78 Million in iShares ESG MSCI KLD 400 ETF $DSI

Mmbg Investment Advisors CO. purchased a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund purchased 13,785 shares of the company’s stock, valued at approximately $1,776,000.

A number of other large investors have also modified their holdings of the business. Aptus Capital Advisors LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.6% during the third quarter. Aptus Capital Advisors LLC now owns 13,760 shares of the company’s stock worth $1,733,000 after acquiring an additional 84 shares during the last quarter. Arete Wealth Advisors LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 2.6% in the third quarter. Arete Wealth Advisors LLC now owns 3,390 shares of the company’s stock valued at $427,000 after buying an additional 86 shares during the last quarter. Keystone Financial Services boosted its position in iShares ESG MSCI KLD 400 ETF by 1.5% in the third quarter. Keystone Financial Services now owns 6,620 shares of the company’s stock valued at $834,000 after buying an additional 97 shares during the last quarter. Pennsylvania Capital Management Inc. ADV boosted its position in iShares ESG MSCI KLD 400 ETF by 0.4% in the third quarter. Pennsylvania Capital Management Inc. ADV now owns 26,352 shares of the company’s stock valued at $3,319,000 after buying an additional 110 shares during the last quarter. Finally, Revolve Wealth Partners LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 0.7% in the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after buying an additional 119 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA DSI opened at $141.27 on Tuesday. The business’s 50 day moving average price is $130.82 and its 200 day moving average price is $129.52. The firm has a market cap of $5.31 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 52 week low of $108.46 and a 52 week high of $143.20.

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.