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

Sofi Wealth LLC lifted its position in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 65.4% in the 2nd quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 19,886 shares of the company’s stock after acquiring an additional 7,863 shares during the period. iShares ESG MSCI KLD 400 ETF accounts for about 0.1% of Sofi Wealth LLC’s investment portfolio, making the stock its 24th largest holding. Sofi Wealth LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $2,310,000 at the end of the most recent reporting period.

Several other large investors have also recently modified their holdings of DSI. Western Wealth Management LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 1.7% during the second quarter. Western Wealth Management LLC now owns 5,261 shares of the company’s stock valued at $611,000 after purchasing an additional 86 shares during the period. Firestone Capital Management purchased a new stake in shares of iShares ESG MSCI KLD 400 ETF in the second quarter worth about $221,000. Cetera Investment Advisers grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 10.9% in the 2nd quarter. Cetera Investment Advisers now owns 177,917 shares of the company’s stock worth $20,667,000 after buying an additional 17,439 shares in the last quarter. Allianz SE increased its holdings in shares of iShares ESG MSCI KLD 400 ETF by 8.1% in the 2nd quarter. Allianz SE now owns 45,284 shares of the company’s stock worth $5,260,000 after buying an additional 3,384 shares during the last quarter. Finally, Topel & Distasi Wealth Management LLC lifted its position in iShares ESG MSCI KLD 400 ETF by 3.6% in the second quarter. Topel & Distasi Wealth Management LLC now owns 25,866 shares of the company’s stock worth $3,005,000 after buying an additional 899 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Up 0.1%

DSI opened at $126.79 on Monday. The business has a fifty day moving average of $126.32 and a 200 day moving average of $119.30. The stock has a market cap of $4.94 billion, a P/E ratio of 26.56 and a beta of 1.05. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $131.54.

About iShares ESG MSCI KLD 400 ETF

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.