Integrated Wealth Concepts LLC Has $8.09 Million Stake in iShares ESG MSCI KLD 400 ETF $DSI

Integrated Wealth Concepts LLC increased its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 50.5% in the second quarter, HoldingsChannel reports. The institutional investor owned 56,840 shares of the company’s stock after purchasing an additional 19,076 shares during the quarter. Integrated Wealth Concepts LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $8,093,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of the business. Morgan Stanley boosted its stake in iShares ESG MSCI KLD 400 ETF by 1.6% in the fourth quarter. Morgan Stanley now owns 3,866,815 shares of the company’s stock valued at $498,162,000 after acquiring an additional 60,738 shares during the last quarter. LPL Financial LLC increased its holdings in iShares ESG MSCI KLD 400 ETF by 3.7% in the fourth quarter. LPL Financial LLC now owns 1,258,765 shares of the company’s stock valued at $162,167,000 after purchasing an additional 45,080 shares during the last quarter. Bank of New York Mellon Corp lifted its stake in iShares ESG MSCI KLD 400 ETF by 57.7% in the first 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. IMA Advisory Services Inc. boosted its holdings in iShares ESG MSCI KLD 400 ETF by 1.1% during the first quarter. IMA Advisory Services Inc. now owns 412,576 shares of the company’s stock worth $49,743,000 after buying an additional 4,652 shares during the last quarter. Finally, Mariner LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 1.7% during the fourth quarter. Mariner LLC now owns 346,097 shares of the company’s stock worth $44,600,000 after buying an additional 5,857 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 1.0%

iShares ESG MSCI KLD 400 ETF stock opened at $144.17 on Friday. The firm has a market capitalization of $5.43 billion, a P/E ratio of 26.56 and a beta of 1.07. The business has a 50-day moving average of $144.04 and a 200-day moving average of $137.24. iShares ESG MSCI KLD 400 ETF has a 1 year low of $117.08 and a 1 year high of $148.93.

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. 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.