Natural Investments LLC Invests $8.96 Million in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Natural Investments LLC purchased a new position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund purchased 81,269 shares of the company’s stock, valued at approximately $8,959,000. iShares ESG MSCI KLD 400 ETF comprises about 2.5% of Natural Investments LLC’s holdings, making the stock its 5th biggest position. Natural Investments LLC owned 0.18% of iShares ESG MSCI KLD 400 ETF at the end of the most recent quarter.

Other institutional investors have also added to or reduced their stakes in the company. Assetmark Inc. grew its position in iShares ESG MSCI KLD 400 ETF by 6.5% during the third quarter. Assetmark Inc. now owns 41,872 shares of the company’s stock valued at $4,555,000 after acquiring an additional 2,568 shares during the last quarter. Axxcess Wealth Management LLC bought a new stake in iShares ESG MSCI KLD 400 ETF in the 3rd quarter worth about $202,000. Verus Capital Partners LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 9.2% during the 3rd quarter. Verus Capital Partners LLC now owns 3,291 shares of the company’s stock valued at $358,000 after purchasing an additional 277 shares during the period. Savvy Advisors Inc. lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 3.4% during the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after buying an additional 112 shares in the last quarter. Finally, Neumann Capital Management LLC boosted its stake in iShares ESG MSCI KLD 400 ETF by 3.8% in the 3rd quarter. Neumann Capital Management LLC now owns 36,848 shares of the company’s stock worth $4,009,000 after purchasing an additional 1,350 shares during the period.

iShares ESG MSCI KLD 400 ETF Stock Down 2.8 %

DSI stock opened at $103.18 on Tuesday. The business’s fifty day simple moving average is $110.92 and its two-hundred day simple moving average is $110.40. iShares ESG MSCI KLD 400 ETF has a twelve month low of $94.05 and a twelve month high of $115.78. The firm has a market cap of $4.31 billion, a price-to-earnings ratio of 28.09 and a beta of 1.05.

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.