Concurrent Investment Advisors LLC Grows Position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Concurrent Investment Advisors LLC grew its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 9.3% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,429 shares of the company’s stock after purchasing an additional 206 shares during the quarter. Concurrent Investment Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $268,000 as of its most recent SEC filing.

Other institutional investors have also recently made changes to their positions in the company. Raymond James & Associates increased its stake in shares of iShares ESG MSCI KLD 400 ETF by 4.6% in the 3rd quarter. Raymond James & Associates now owns 34,122 shares of the company’s stock valued at $3,712,000 after purchasing an additional 1,488 shares in the last quarter. Arkadios Wealth Advisors increased its position in shares of iShares ESG MSCI KLD 400 ETF by 26.3% in the third quarter. Arkadios Wealth Advisors now owns 4,828 shares of the company’s stock valued at $525,000 after buying an additional 1,005 shares in the last quarter. Childress Capital Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 16.7% during the 3rd quarter. Childress Capital Advisors LLC now owns 33,930 shares of the company’s stock worth $3,691,000 after buying an additional 4,850 shares during the period. Golden State Equity Partners lifted its position in shares of iShares ESG MSCI KLD 400 ETF by 2.9% during the 3rd quarter. Golden State Equity Partners now owns 4,849 shares of the company’s stock valued at $528,000 after buying an additional 135 shares in the last quarter. Finally, Tilson Financial Group Inc. acquired a new stake in iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at $207,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of NYSEARCA DSI opened at $109.44 on Wednesday. The firm has a market cap of $4.83 billion, a PE ratio of 29.01 and a beta of 1.09. iShares ESG MSCI KLD 400 ETF has a one year low of $94.05 and a one year high of $115.78. The firm has a fifty day moving average of $111.94 and a 200 day moving average of $110.18.

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.