Umpqua Bank Buys 3,170 Shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Umpqua Bank grew its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.1% during the fourth quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 42,436 shares of the company’s stock after buying an additional 3,170 shares during the period. iShares ESG MSCI KLD 400 ETF makes up 1.6% of Umpqua Bank’s investment portfolio, making the stock its 12th largest holding. Umpqua Bank’s holdings in iShares ESG MSCI KLD 400 ETF were worth $4,650,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Bank of New York Mellon Corp increased its position in shares of iShares ESG MSCI KLD 400 ETF by 4.8% during the 4th quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock valued at $112,502,000 after purchasing an additional 47,183 shares during the last quarter. US Bancorp DE raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.1% in the 4th quarter. US Bancorp DE now owns 401,934 shares of the company’s stock valued at $44,313,000 after acquiring an additional 12,239 shares in the last quarter. Brooklyn FI LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 6,323.3% in the 4th quarter. Brooklyn FI LLC now owns 396,192 shares of the company’s stock valued at $44,263,000 after acquiring an additional 390,024 shares in the last quarter. Commonwealth Equity Services LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 9.7% in the 4th quarter. Commonwealth Equity Services LLC now owns 238,654 shares of the company’s stock valued at $26,312,000 after acquiring an additional 21,091 shares in the last quarter. Finally, Essential Planning LLC. raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 6,218.7% during the 4th quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock valued at $26,080,000 after buying an additional 229,904 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 0.2 %

Shares of NYSEARCA DSI opened at $103.85 on Friday. The stock’s 50-day moving average is $109.61 and its 200 day moving average is $110.19. The stock has a market cap of $4.30 billion, a price-to-earnings ratio of 26.35 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78.

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.