Sofi Wealth LLC Raises Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Sofi Wealth LLC boosted its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 24.7% in the first quarter, according to its most recent disclosure with the SEC. The firm owned 42,790 shares of the company’s stock after acquiring an additional 8,482 shares during the period. iShares ESG MSCI KLD 400 ETF comprises about 0.2% of Sofi Wealth LLC’s holdings, making the stock its 21st biggest holding. Sofi Wealth LLC owned 0.11% of iShares ESG MSCI KLD 400 ETF worth $5,186,000 as of its most recent filing with the SEC.

Several other hedge funds and other institutional investors have also added to or reduced their stakes in the stock. Bank of New York Mellon Corp raised its stake in iShares ESG MSCI KLD 400 ETF by 57.7% in the 1st quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock valued at $152,037,000 after purchasing an additional 459,248 shares during the last quarter. Global Retirement Partners LLC grew its holdings in shares of iShares ESG MSCI KLD 400 ETF by 19,185.3% during the fourth quarter. Global Retirement Partners LLC now owns 221,974 shares of the company’s stock worth $28,597,000 after buying an additional 220,823 shares in the last quarter. Natural Investments LLC purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth $12,725,000. Ameritas Advisory Services LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 28,951.0% in the fourth quarter. Ameritas Advisory Services LLC now owns 97,902 shares of the company’s stock valued at $12,613,000 after buying an additional 97,565 shares during the last quarter. Finally, Northstar Asset Management Inc. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 1,949.0% in the fourth quarter. Northstar Asset Management Inc. now owns 102,389 shares of the company’s stock valued at $13,191,000 after buying an additional 97,392 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Trading Down 0.6%

DSI stock opened at $141.50 on Friday. The company has a market cap of $5.32 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 12 month low of $117.08 and a 12 month high of $144.71. The firm has a 50-day moving average of $141.38 and a two-hundred day moving average of $133.17.

iShares ESG MSCI KLD 400 ETF 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.