Sofi Wealth LLC Purchases Shares of 1,604 iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Sofi Wealth LLC purchased a new stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) during the fourth quarter, according to the company in its most recent filing with the SEC. The firm purchased 1,604 shares of the company’s stock, valued at approximately $177,000. iShares ESG MSCI KLD 400 ETF comprises 0.0% of Sofi Wealth LLC’s investment portfolio, making the stock its 26th biggest position.

A number of other hedge funds also recently made changes to their positions in the stock. Adirondack Trust Co. boosted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 13.0% in the 4th quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares during the last quarter. Savvy Advisors Inc. raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.4% in the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after acquiring an additional 112 shares during the period. Sax Wealth Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 3.3% in the 4th quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock valued at $401,000 after acquiring an additional 115 shares during the period. Revolve Wealth Partners LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 0.7% in the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after acquiring an additional 119 shares during the period. Finally, West Financial Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF by 2.7% in the 4th quarter. West Financial Advisors LLC now owns 5,003 shares of the company’s stock valued at $552,000 after acquiring an additional 131 shares during the period.

iShares ESG MSCI KLD 400 ETF Trading Down 0.5 %

Shares of DSI stock opened at $110.31 on Tuesday. The company’s fifty day simple moving average is $112.03 and its 200-day simple moving average is $110.11. iShares ESG MSCI KLD 400 ETF has a 52 week low of $94.05 and a 52 week high of $115.78. The company has a market cap of $4.87 billion, a PE ratio of 29.01 and a beta of 1.09.

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.