Sax Wealth Advisors LLC boosted its holdings in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) by 3.3% during the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 3,637 shares of the company’s stock after acquiring an additional 115 shares during the quarter. Sax Wealth Advisors LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $401,000 at the end of the most recent quarter.
Several other hedge funds have also recently added to or reduced their stakes in the business. Eastern Bank bought a new position in shares of iShares MSCI KLD 400 Social ETF in the third quarter worth $58,000. Mattson Financial Services LLC bought a new position in iShares MSCI KLD 400 Social ETF in the 2nd quarter valued at about $64,000. Bristlecone Advisors LLC acquired a new position in iShares MSCI KLD 400 Social ETF during the 3rd quarter valued at about $68,000. Paladin Wealth LLC bought a new stake in shares of iShares MSCI KLD 400 Social ETF during the 3rd quarter worth about $96,000. Finally, High Falls Advisors Inc acquired a new stake in shares of iShares MSCI KLD 400 Social ETF in the 2nd quarter worth approximately $200,000.
iShares MSCI KLD 400 Social ETF Price Performance
iShares MSCI KLD 400 Social ETF stock opened at $112.79 on Friday. iShares MSCI KLD 400 Social ETF has a 12-month low of $90.81 and a 12-month high of $115.78. The stock has a market capitalization of $4.98 billion, a PE ratio of 29.01 and a beta of 1.09. The firm has a 50 day simple moving average of $112.78 and a 200-day simple moving average of $108.62.
About iShares MSCI KLD 400 Social 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.
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