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

Sofi Wealth LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund bought 1,604 shares of the company’s stock, valued at approximately $177,000. iShares ESG MSCI KLD 400 ETF accounts for 0.0% of Sofi Wealth LLC’s investment portfolio, making the stock its 26th largest position.

A number of other hedge funds and other institutional investors have also recently bought and sold shares of DSI. Bank of New York Mellon Corp raised its position in shares of iShares ESG MSCI KLD 400 ETF by 4.8% during the 4th quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock worth $112,502,000 after buying an additional 47,183 shares in the last quarter. US Bancorp DE raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 121.9% in the 3rd quarter. US Bancorp DE now owns 389,695 shares of the company’s stock worth $42,395,000 after purchasing an additional 214,048 shares in the last quarter. Ameritas Advisory Services LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 56.7% in the 4th quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after purchasing an additional 68,980 shares in the last quarter. Rockefeller Capital Management L.P. raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 5.6% in the 3rd quarter. Rockefeller Capital Management L.P. now owns 164,592 shares of the company’s stock worth $17,906,000 after purchasing an additional 8,791 shares in the last quarter. Finally, Manchester Capital Management LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 5.6% in the 4th quarter. Manchester Capital Management LLC now owns 131,871 shares of the company’s stock worth $14,539,000 after purchasing an additional 7,012 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

NYSEARCA DSI opened at $110.31 on Tuesday. The company’s 50 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 12 month low of $94.05 and a 12 month high of $115.78. The company has a market capitalization of $4.87 billion, a P/E 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.