Sage Financial Group Inc. Has $1.48 Million Stock Position in iShares ESG MSCI KLD 400 ETF $DSI

Sage Financial Group Inc. cut its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 2.5% during the 2nd quarter, according to the company in its most recent disclosure with the SEC. The firm owned 12,731 shares of the company’s stock after selling 325 shares during the quarter. Sage Financial Group Inc.’s holdings in iShares ESG MSCI KLD 400 ETF were worth $1,479,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently modified their holdings of the business. Beacon Financial Advisory LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF in the 2nd quarter valued at $204,000. Gemmer Asset Management LLC grew its holdings in iShares ESG MSCI KLD 400 ETF by 1.5% in the second quarter. Gemmer Asset Management LLC now owns 130,422 shares of the company’s stock worth $15,150,000 after purchasing an additional 1,876 shares during the period. OLD National Bancorp IN acquired a new stake in iShares ESG MSCI KLD 400 ETF in the second quarter worth $520,000. Wealthcare Capital Management LLC increased its stake in iShares ESG MSCI KLD 400 ETF by 2.0% in the second quarter. Wealthcare Capital Management LLC now owns 25,993 shares of the company’s stock valued at $3,019,000 after purchasing an additional 500 shares in the last quarter. Finally, Wealthcare Advisory Partners LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 6.2% during the second quarter. Wealthcare Advisory Partners LLC now owns 51,194 shares of the company’s stock valued at $5,947,000 after purchasing an additional 2,971 shares during the period.

iShares ESG MSCI KLD 400 ETF Price Performance

DSI stock opened at $126.71 on Monday. The company’s 50-day moving average is $122.28 and its 200-day moving average is $113.28. The stock has a market capitalization of $4.98 billion, a PE ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a 1 year low of $89.16 and a 1 year high of $127.28.

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.