5,840 Shares in iShares ESG MSCI KLD 400 ETF $DSI Acquired by Canandaigua National Bank & Trust Co.

Canandaigua National Bank & Trust Co. bought a new position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The fund bought 5,840 shares of the company’s stock, valued at approximately $832,000.

Other institutional investors and hedge funds have also recently made changes to their positions in the company. NewEdge Wealth LLC boosted its position in iShares ESG MSCI KLD 400 ETF by 0.4% during the 1st quarter. NewEdge Wealth LLC now owns 16,431 shares of the company’s stock worth $1,991,000 after buying an additional 73 shares during the period. JSF Financial LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 4.4% during the first quarter. JSF Financial LLC now owns 1,960 shares of the company’s stock valued at $238,000 after acquiring an additional 83 shares during the last quarter. Arete Wealth Advisors LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 2.6% during the fourth quarter. Arete Wealth Advisors LLC now owns 3,478 shares of the company’s stock worth $448,000 after purchasing an additional 88 shares during the period. HB Wealth Management LLC grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.5% in the first quarter. HB Wealth Management LLC now owns 19,330 shares of the company’s stock worth $2,343,000 after purchasing an additional 104 shares during the last quarter. Finally, MassMutual Private Wealth & Trust FSB grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.8% in the second quarter. MassMutual Private Wealth & Trust FSB now owns 4,052 shares of the company’s stock worth $577,000 after purchasing an additional 110 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.4%

Shares of NYSEARCA:DSI opened at $146.56 on Thursday. The firm has a market cap of $5.52 billion, a P/E 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 $148.20. The business has a fifty day simple moving average of $141.22 and a 200 day simple moving average of $134.18.

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.