RCS Financial Planning LLC Purchases New Shares in iShares ESG MSCI KLD 400 ETF $DSI

RCS Financial Planning LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the third quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor acquired 4,286 shares of the company’s stock, valued at approximately $540,000.

Other large investors also recently modified their holdings of the company. Ashton Thomas Private Wealth LLC lifted its stake in shares of iShares ESG MSCI KLD 400 ETF by 36.7% in the third quarter. Ashton Thomas Private Wealth LLC now owns 8,857 shares of the company’s stock worth $1,116,000 after acquiring an additional 2,380 shares in the last quarter. Mission Wealth Management LP acquired a new stake in iShares ESG MSCI KLD 400 ETF during the 3rd quarter valued at approximately $444,000. Jones Financial Companies Lllp increased its holdings in iShares ESG MSCI KLD 400 ETF by 12.0% during the 3rd quarter. Jones Financial Companies Lllp now owns 17,963 shares of the company’s stock worth $2,240,000 after purchasing an additional 1,920 shares during the last quarter. Meridian Wealth Management LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 2.6% in the 3rd quarter. Meridian Wealth Management LLC now owns 6,194 shares of the company’s stock valued at $780,000 after purchasing an additional 158 shares in the last quarter. Finally, Thrivent Financial for Lutherans boosted its stake in shares of iShares ESG MSCI KLD 400 ETF by 80.5% during the 3rd quarter. Thrivent Financial for Lutherans now owns 79,771 shares of the company’s stock valued at $10,047,000 after buying an additional 35,581 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 1.3%

Shares of NYSEARCA:DSI opened at $129.36 on Wednesday. The firm has a market cap of $5.09 billion, a PE ratio of 26.56 and a beta of 1.05. The company has a fifty day simple moving average of $129.74 and a 200 day simple moving average of $126.07. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $132.89.

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.