Sax Wealth Advisors LLC Boosts Position in iShares ESG MSCI KLD 400 ETF $DSI

Sax Wealth Advisors LLC raised its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 6.4% in the second quarter, according to its most recent filing with the Securities & Exchange Commission. The institutional investor owned 12,696 shares of the company’s stock after buying an additional 764 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,475,000 at the end of the most recent reporting period.

A number of other hedge funds have also added to or reduced their stakes in the stock. Cornerstone Planning Group LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth about $26,000. Columbia River Financial Group LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth about $30,000. SouthState Corp purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth about $64,000. Oliver Lagore Vanvalin Investment Group purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the second quarter worth about $75,000. Finally, Abound Financial LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the first quarter worth about $97,000.

iShares ESG MSCI KLD 400 ETF Trading Down 0.7%

Shares of NYSEARCA DSI opened at $126.51 on Wednesday. iShares ESG MSCI KLD 400 ETF has a 12 month low of $89.16 and a 12 month high of $127.76. The firm has a market capitalization of $4.97 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02. The business has a 50-day moving average of $122.53 and a 200-day moving average of $113.53.

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.