Bar Harbor Wealth Management Takes Position in iShares ESG MSCI KLD 400 ETF $DSI

Bar Harbor Wealth Management bought a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 1st quarter, Holdings Channel.com reports. The firm bought 6,693 shares of the company’s stock, valued at approximately $811,000.

Several other institutional investors and hedge funds have also bought and sold shares of the stock. Morgan Stanley increased its stake in iShares ESG MSCI KLD 400 ETF by 1.6% in the 4th quarter. Morgan Stanley now owns 3,866,815 shares of the company’s stock worth $498,162,000 after purchasing an additional 60,738 shares during the period. LPL Financial LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 3.7% in the fourth quarter. LPL Financial LLC now owns 1,258,765 shares of the company’s stock valued at $162,167,000 after acquiring an additional 45,080 shares in the last quarter. Mariner LLC increased its position in iShares ESG MSCI KLD 400 ETF by 1.7% during the 4th quarter. Mariner LLC now owns 346,097 shares of the company’s stock valued at $44,600,000 after purchasing an additional 5,857 shares during the period. US Bancorp DE raised its holdings in iShares ESG MSCI KLD 400 ETF by 2.0% in the 4th quarter. US Bancorp DE now owns 327,015 shares of the company’s stock worth $42,129,000 after purchasing an additional 6,373 shares in the last quarter. Finally, Rockefeller Capital Management L.P. raised its holdings in iShares ESG MSCI KLD 400 ETF by 3.5% in the 4th quarter. Rockefeller Capital Management L.P. now owns 297,068 shares of the company’s stock worth $38,271,000 after purchasing an additional 10,011 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 0.2%

NYSEARCA:DSI opened at $138.89 on Thursday. The company has a 50-day moving average price of $139.03 and a 200-day moving average price of $131.77. The stock has a market cap of $5.22 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 12 month low of $113.89 and a 12 month high of $144.71.

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.