Johnson Bixby & Associates LLC Reduces Stock Holdings in iShares ESG MSCI KLD 400 ETF $DSI

Johnson Bixby & Associates LLC reduced its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.9% in the second quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 4,811 shares of the company’s stock after selling 145 shares during the quarter. Johnson Bixby & Associates LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $559,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

A number of other institutional investors have also recently made changes to their positions in the company. Cornerstone Planning Group LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 1st quarter worth $26,000. Columbia River Financial Group LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF during the first quarter valued at about $30,000. Clean Yield Group purchased a new stake in iShares ESG MSCI KLD 400 ETF during the first quarter valued at about $36,000. SouthState Corp bought a new position in iShares ESG MSCI KLD 400 ETF during the first quarter worth about $64,000. Finally, Oliver Lagore Vanvalin Investment Group purchased a new position in shares of iShares ESG MSCI KLD 400 ETF in the second quarter worth about $75,000.

iShares ESG MSCI KLD 400 ETF Stock Up 0.8%

NYSEARCA DSI opened at $124.69 on Friday. The firm has a market cap of $4.96 billion, a P/E ratio of 26.56 and a beta of 1.02. The company’s 50 day moving average is $121.63 and its 200-day moving average is $112.43. iShares ESG MSCI KLD 400 ETF has a 12-month low of $89.16 and a 12-month high of $125.98.

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.