Sage Financial Group Inc. Sells 3,984 Shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

Sage Financial Group Inc. decreased its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 23.3% in the 4th quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 13,112 shares of the company’s stock after selling 3,984 shares during the quarter. Sage Financial Group Inc.’s holdings in iShares MSCI KLD 400 Social ETF were worth $1,446,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently bought and sold shares of the business. Adirondack Trust Co. raised its holdings in shares of iShares MSCI KLD 400 Social ETF by 13.0% in the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after buying an additional 90 shares during the last quarter. Savvy Advisors Inc. increased its position in iShares MSCI KLD 400 Social ETF by 3.4% in the 3rd quarter. Savvy Advisors Inc. now owns 3,412 shares of the company’s stock valued at $371,000 after acquiring an additional 112 shares in the last quarter. Sax Wealth Advisors LLC raised its stake in shares of iShares MSCI KLD 400 Social ETF by 3.3% in the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after acquiring an additional 115 shares during the last quarter. Vicus Capital lifted its position in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the third quarter. Vicus Capital now owns 18,238 shares of the company’s stock worth $1,984,000 after purchasing an additional 119 shares in the last quarter. Finally, Revolve Wealth Partners LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 0.7% during the fourth quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after purchasing an additional 119 shares during the last quarter.

iShares MSCI KLD 400 Social ETF Price Performance

Shares of iShares MSCI KLD 400 Social ETF stock opened at $112.31 on Thursday. The firm has a 50 day simple moving average of $112.89 and a 200 day simple moving average of $109.02. iShares MSCI KLD 400 Social ETF has a fifty-two week low of $92.70 and a fifty-two week high of $115.78. The firm has a market cap of $4.96 billion, a P/E 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.