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

Sofi Wealth LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 24.7% during the first quarter, HoldingsChannel reports. The fund owned 42,790 shares of the company’s stock after buying an additional 8,482 shares during the period. iShares ESG MSCI KLD 400 ETF comprises 0.2% of Sofi Wealth LLC’s holdings, making the stock its 21st biggest position. Sofi Wealth LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $5,186,000 at the end of the most recent reporting period.

Other hedge funds also recently added to or reduced their stakes in the company. Commonwealth Retirement Investments LLC purchased a new position in shares of iShares ESG MSCI KLD 400 ETF during the 4th quarter worth $31,000. IFP Advisors Inc raised its holdings in iShares ESG MSCI KLD 400 ETF by 96.5% in the 4th quarter. IFP Advisors Inc now owns 277 shares of the company’s stock valued at $36,000 after buying an additional 136 shares during the period. Financial Life Planners acquired a new position in iShares ESG MSCI KLD 400 ETF in the first quarter valued at about $36,000. Gerber Kawasaki Wealth & Investment Management acquired a new position in iShares ESG MSCI KLD 400 ETF in the fourth quarter valued at about $41,000. Finally, AG Campbell Advisory LLC purchased a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter worth about $53,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

iShares ESG MSCI KLD 400 ETF stock opened at $141.50 on Friday. The company’s 50 day simple moving average is $141.38 and its 200-day simple moving average is $133.17. iShares ESG MSCI KLD 400 ETF has a 1 year low of $117.08 and a 1 year high of $144.71. The company has a market capitalization of $5.32 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07.

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.