Cornerstone Planning Group LLC Has $499,000 Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Cornerstone Planning Group LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2,103.2% during the 1st quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 4,120 shares of the company’s stock after purchasing an additional 3,933 shares during the period. Cornerstone Planning Group LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $499,000 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 DSI. Bank of New York Mellon Corp boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 57.7% during 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 buying an additional 459,248 shares during the period. Global Retirement Partners LLC increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 19,185.3% in 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 during the last quarter. Natural Investments LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $12,725,000. Ameritas Advisory Services LLC raised its holdings in shares of 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 worth $12,613,000 after acquiring an additional 97,565 shares in 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 Price Performance

Shares of iShares ESG MSCI KLD 400 ETF stock opened at $139.65 on Friday. The firm has a market cap of $5.25 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. The stock has a 50-day simple moving average of $141.36 and a 200-day simple moving average of $133.21. iShares ESG MSCI KLD 400 ETF has a 52-week low of $117.08 and a 52-week high of $144.71.

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.