iShares ESG MSCI KLD 400 ETF $DSI Shares Bought by Sofi Wealth LLC

Sofi Wealth LLC lifted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 38.9% during the 3rd quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 27,616 shares of the company’s stock after acquiring an additional 7,730 shares during the period. iShares ESG MSCI KLD 400 ETF comprises approximately 0.2% of Sofi Wealth LLC’s holdings, making the stock its 23rd largest holding. Sofi Wealth LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $3,478,000 at the end of the most recent quarter.

Several other large investors have also recently added to or reduced their stakes in the company. Kilter Group LLC acquired a new position in iShares ESG MSCI KLD 400 ETF in the second quarter worth $25,000. Evolution Wealth Management Inc. acquired a new stake in shares of iShares ESG MSCI KLD 400 ETF during the second quarter worth $44,000. Hantz Financial Services Inc. bought a new position in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter worth about $48,000. Oliver Lagore Vanvalin Investment Group acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter valued at about $75,000. Finally, Atlantic Union Bankshares Corp bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the 2nd quarter valued at about $81,000.

iShares ESG MSCI KLD 400 ETF Stock Up 0.1%

DSI opened at $128.91 on Monday. The company’s 50-day moving average price is $128.32 and its 200 day moving average price is $123.80. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $89.16 and a fifty-two week high of $131.54. The firm has a market cap of $5.10 billion, a price-to-earnings ratio of 26.56 and a beta of 1.05.

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.