Concurrent Investment Advisors LLC Boosts Stake in iShares ESG MSCI KLD 400 ETF $DSI

Concurrent Investment Advisors LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 160.7% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor owned 11,517 shares of the company’s stock after buying an additional 7,100 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,484,000 as of its most recent SEC filing.

A number of other institutional investors have also recently modified their holdings of DSI. Birch Hill Investment Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 2.1% during the third quarter. Birch Hill Investment Advisors LLC now owns 3,879 shares of the company’s stock valued at $489,000 after acquiring an additional 81 shares during the period. JNBA Financial Advisors grew its position in iShares ESG MSCI KLD 400 ETF by 3.1% during the third quarter. JNBA Financial Advisors now owns 2,748 shares of the company’s stock valued at $346,000 after acquiring an additional 82 shares during the period. Aptus Capital Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 0.6% during the third quarter. Aptus Capital Advisors LLC now owns 13,760 shares of the company’s stock valued at $1,733,000 after acquiring an additional 84 shares during the period. Arete Wealth Advisors LLC grew its position in iShares ESG MSCI KLD 400 ETF by 2.6% during the third quarter. Arete Wealth Advisors LLC now owns 3,390 shares of the company’s stock valued at $427,000 after acquiring an additional 86 shares during the period. Finally, Geneos Wealth Management Inc. grew its position in iShares ESG MSCI KLD 400 ETF by 2.0% during the third quarter. Geneos Wealth Management Inc. now owns 4,669 shares of the company’s stock valued at $588,000 after acquiring an additional 90 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Up 0.0%

DSI stock opened at $134.54 on Thursday. The stock has a 50-day moving average price of $126.90 and a two-hundred day moving average price of $128.13. iShares ESG MSCI KLD 400 ETF has a 12-month low of $99.47 and a 12-month high of $135.41. The company has a market cap of $5.13 billion, a PE ratio of 26.56 and a beta of 1.06.

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.