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 Video: What is a Stock Split?
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| iShares MSCI KLD 400 Social Index Fund is an open-end management investment company. The 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index. As of Apr 30 2015, the Fund's total assets and investment portfolio totaled $443,095,008 and $442,563,580, respectively. According to our DSI split history records, iShares Trust - iShares ESG MSCI KLD 400 ETF has had 1 split. | |
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iShares Trust - iShares ESG MSCI KLD 400 ETF (DSI) has 1 split in our DSI split history database. The split for DSI took place on December 07, 2020. This was a 2 for 1 split, meaning for each share of DSI owned pre-split, the shareholder now owned 2 shares. For example, a 1000 share position pre-split, became a 2000 share position following the split.
When a company such as iShares Trust - iShares ESG MSCI KLD 400 ETF splits its shares, the market capitalization before and after the split takes place remains stable, meaning the shareholder now owns more shares but each are valued at a lower price per share. Often, however, a lower priced stock on a per-share basis can attract a wider range of buyers. If that increased demand causes the share price to appreciate, then the total market capitalization rises post-split. This does not always happen, however, often depending on the underlying fundamentals of the business.
Looking at the DSI split history from start to finish, an original position size of 1000 shares would have turned into 2000 today. Below, we examine the compound annual growth rate — CAGR for short — of an investment into iShares Trust - iShares ESG MSCI KLD 400 ETF shares, starting with a $10,000 purchase of DSI, presented on a split-history-adjusted basis factoring in the complete DSI split history.
Growth of $10,000.00
With Dividends Reinvested
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| Start date: |
12/14/2015 |
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| End date: |
12/10/2025 |
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| Start price/share: |
$37.60 |
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| End price/share: |
$129.58 |
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| Starting shares: |
265.96 |
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| Ending shares: |
303.94 |
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| Dividends reinvested/share: |
$9.02 |
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| Total return: |
293.85% |
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| Average Annual Total Return: |
14.70% |
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| Starting investment: |
$10,000.00 |
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| Ending investment: |
$39,397.71 |
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| Years: |
10.00 |
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Growth of $10,000.00
Without Dividends Reinvested
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| Start date: |
12/14/2015 |
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| End date: |
12/10/2025 |
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| Start price/share: |
$37.60 |
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| End price/share: |
$129.58 |
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| Dividends collected/share: |
$9.02 |
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| Total return: |
268.62% |
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| Average Annual Total Return: |
13.94% |
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| Starting investment: |
$10,000.00 |
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| Ending investment: |
$36,864.37 |
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| Years: |
10.00 |
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| Date |
Ratio |
| 12/07/2020 | 2 for 1 |
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