Trillium Asset Management LLC Makes New $7.38 Million Investment in iShares ESG MSCI KLD 400 ETF $DSI

Trillium Asset Management LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the third quarter, Holdings Channel.com reports. The firm purchased 50,466 shares of the company’s stock, valued at approximately $7,377,000.

A number of other institutional investors also recently bought and sold shares of DSI. Diversified Trust Co purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at about $262,000. Valmark Advisers Inc. acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter worth about $1,707,000. Russell Investments Group Ltd. lifted its stake in iShares ESG MSCI KLD 400 ETF by 17.0% during the third quarter. Russell Investments Group Ltd. now owns 1,904 shares of the company’s stock worth $278,000 after purchasing an additional 276 shares during the last quarter. Joel Isaacson & Co. LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the third quarter worth approximately $653,000. Finally, Topel & Distasi Wealth Management LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 3.0% during the third quarter. Topel & Distasi Wealth Management LLC now owns 23,327 shares of the company’s stock worth $3,410,000 after purchasing an additional 671 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.6%

DSI traded down $0.88 on Friday, reaching $139.97. The company’s stock had a trading volume of 113,016 shares, compared to its average volume of 129,789. The stock has a 50 day moving average of $145.55 and a two-hundred day moving average of $138.47. The company has a market capitalization of $5.25 billion, a price-to-earnings ratio of 23.56 and a beta of 1.06. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $117.08 and a fifty-two week high of $150.74.

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.