Trillium Asset Management LLC Has $17.70 Million Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Trillium Asset Management LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 75.0% during the fourth quarter, according to the company in its most recent Form 13F filing with the SEC. The firm owned 136,825 shares of the company’s stock after purchasing an additional 58,652 shares during the period. Trillium Asset Management LLC owned 0.35% of iShares ESG MSCI KLD 400 ETF worth $17,696,000 as of its most recent filing with the SEC.

Other hedge funds also recently modified their holdings of the company. Aspiriant LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 306.4% during the fourth quarter. Aspiriant LLC now owns 54,846 shares of the company’s stock worth $7,066,000 after purchasing an additional 41,352 shares during the period. Allianz SE lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 9.3% during the third quarter. Allianz SE now owns 49,498 shares of the company’s stock worth $6,234,000 after purchasing an additional 4,214 shares during the period. JPMorgan Chase & Co. lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 3.8% during the third quarter. JPMorgan Chase & Co. now owns 1,241,260 shares of the company’s stock worth $156,337,000 after purchasing an additional 45,045 shares during the period. Merit Financial Group LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 55.8% during the fourth quarter. Merit Financial Group LLC now owns 25,949 shares of the company’s stock worth $3,343,000 after purchasing an additional 9,295 shares during the period. Finally, Diversify Wealth Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth $717,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of NYSEARCA:DSI opened at $141.20 on Friday. The firm has a market cap of $5.31 billion, a PE ratio of 26.56 and a beta of 1.07. The firm’s fifty day moving average is $136.38 and its 200-day moving average is $131.00. iShares ESG MSCI KLD 400 ETF has a 52 week low of $111.14 and a 52 week high of $144.71.

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.