Sax Wealth Advisors LLC boosted its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 3.3% in the fourth quarter, according to its most recent Form 13F filing with the SEC. The fund owned 3,637 shares of the company’s stock after purchasing an additional 115 shares during the period. Sax Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $401,000 at the end of the most recent reporting period.
Other hedge funds have also recently bought and sold shares of the company. Eastern Bank acquired a new position in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter valued at approximately $58,000. Mattson Financial Services LLC acquired a new stake in iShares MSCI KLD 400 Social ETF in the second quarter valued at $64,000. Bristlecone Advisors LLC bought a new position in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at $68,000. Paladin Wealth LLC acquired a new position in iShares MSCI KLD 400 Social ETF during the 3rd quarter worth $96,000. Finally, Axxcess Wealth Management LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF in the 3rd quarter worth about $202,000.
iShares MSCI KLD 400 Social ETF Stock Performance
Shares of iShares MSCI KLD 400 Social ETF stock opened at $112.79 on Friday. iShares MSCI KLD 400 Social ETF has a 1 year low of $90.81 and a 1 year high of $115.78. The firm’s 50-day simple moving average is $112.78 and its 200-day simple moving average is $108.62. The firm has a market cap of $4.98 billion, a PE ratio of 29.01 and a beta of 1.09.
iShares MSCI KLD 400 Social 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.
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