Gateway Wealth Partners LLC Has $1.75 Million Position in iShares ESG MSCI KLD 400 ETF $DSI

Gateway Wealth Partners LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 192.9% during the 1st quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 14,462 shares of the company’s stock after buying an additional 9,525 shares during the quarter. Gateway Wealth Partners LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,753,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. Bank of New York Mellon Corp grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 57.7% in the 1st quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock valued at $152,037,000 after acquiring an additional 459,248 shares in the last quarter. Global Retirement Partners LLC raised its holdings in iShares ESG MSCI KLD 400 ETF by 19,185.3% during the fourth quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock worth $28,597,000 after acquiring an additional 220,823 shares in the last quarter. Natural Investments LLC bought a new stake in iShares ESG MSCI KLD 400 ETF during the fourth quarter worth about $12,725,000. Ameritas Advisory Services LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 28,951.0% during the fourth quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after purchasing an additional 97,565 shares during the last quarter. Finally, Northstar Asset Management Inc. boosted its position in iShares ESG MSCI KLD 400 ETF by 1,949.0% during the fourth quarter. Northstar Asset Management Inc. now owns 102,389 shares of the company’s stock valued at $13,191,000 after purchasing an additional 97,392 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.4%

DSI stock opened at $138.09 on Wednesday. The company has a market cap of $5.17 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a twelve month low of $117.08 and a twelve month high of $144.71. The business has a 50 day moving average price of $141.08 and a two-hundred day moving average price of $133.69.

About iShares ESG MSCI KLD 400 ETF

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.