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

Gateway Wealth Partners LLC grew its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 192.9% in the first quarter, HoldingsChannel.com reports. The fund owned 14,462 shares of the company’s stock after buying an additional 9,525 shares during the period. Gateway Wealth Partners LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,753,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Other institutional investors also recently modified their holdings of the company. Commonwealth Retirement Investments LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at about $31,000. IFP Advisors Inc grew its holdings in iShares ESG MSCI KLD 400 ETF by 96.5% during the fourth quarter. IFP Advisors Inc now owns 277 shares of the company’s stock worth $36,000 after purchasing an additional 136 shares during the period. Financial Life Planners bought a new position in iShares ESG MSCI KLD 400 ETF during the first quarter worth about $36,000. Gerber Kawasaki Wealth & Investment Management acquired a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter worth approximately $41,000. Finally, Qube Research & Technologies Ltd increased its position in iShares ESG MSCI KLD 400 ETF by 1,222.6% during the third quarter. Qube Research & Technologies Ltd now owns 410 shares of the company’s stock worth $52,000 after buying an additional 379 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.4%

NYSEARCA:DSI opened at $138.09 on Wednesday. The stock’s 50 day moving average price is $141.08 and its two-hundred day moving average price is $133.69. The firm has a market capitalization 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 12-month low of $117.08 and a 12-month high of $144.71.

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. 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.