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 shares of 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 Securities and Exchange Commission (SEC). The firm 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 at the end of the most recent quarter.

Other institutional investors and hedge funds have also modified their holdings of the company. Adirondack Trust Co. boosted its stake in 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 acquiring an additional 90 shares during the last quarter. Savvy Advisors Inc. boosted its position in shares of 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 worth $371,000 after purchasing an additional 112 shares during the last quarter. Sax Wealth Advisors LLC grew its stake in shares of iShares MSCI KLD 400 Social ETF by 3.3% during the fourth quarter. Sax Wealth Advisors LLC now owns 3,637 shares of the company’s stock worth $401,000 after purchasing an additional 115 shares during the period. Vicus Capital grew its stake 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 during the period. Finally, Revolve Wealth Partners LLC increased its holdings in iShares MSCI KLD 400 Social ETF by 0.7% in 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 Trading Down 0.8 %

NYSEARCA:DSI opened at $112.31 on Thursday. The firm has a market capitalization of $4.96 billion, a price-to-earnings ratio of 29.01 and a beta of 1.09. iShares MSCI KLD 400 Social ETF has a 1-year low of $92.70 and a 1-year high of $115.78. The business’s 50-day moving average price is $112.89 and its two-hundred day moving average price is $109.02.

iShares MSCI KLD 400 Social 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.