Mascoma Wealth Management LLC Sells 6,749 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Mascoma Wealth Management LLC lessened its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.5% during the 1st quarter, HoldingsChannel.com reports. The institutional investor owned 72,480 shares of the company’s stock after selling 6,749 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up 1.8% of Mascoma Wealth Management LLC’s portfolio, making the stock its 15th biggest position. Mascoma Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $8,784,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also recently added to or reduced their stakes in the company. Aspiriant LLC lifted its stake in iShares ESG MSCI KLD 400 ETF by 306.4% in the fourth quarter. Aspiriant LLC now owns 54,846 shares of the company’s stock valued at $7,066,000 after buying an additional 41,352 shares in the last quarter. WHI TRUST Co LLC bought a new stake in shares of iShares ESG MSCI KLD 400 ETF during the fourth quarter worth $1,582,000. Merit Financial Group LLC raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 55.8% during the fourth quarter. Merit Financial Group LLC now owns 25,949 shares of the company’s stock worth $3,343,000 after acquiring an additional 9,295 shares during the period. Thrivent Financial for Lutherans raised its holdings in shares of iShares ESG MSCI KLD 400 ETF by 4.6% during the fourth quarter. Thrivent Financial for Lutherans now owns 83,427 shares of the company’s stock worth $10,797,000 after acquiring an additional 3,656 shares during the period. Finally, Elyxium Wealth LLC bought a new stake in iShares ESG MSCI KLD 400 ETF in the 4th quarter valued at $812,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA DSI traded up $0.97 on Friday, reaching $142.90. The company had a trading volume of 68,768 shares, compared to its average volume of 140,854. The firm has a market capitalization of $5.37 billion, a price-to-earnings ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 1-year low of $116.71 and a 1-year high of $144.71. The company’s fifty day moving average is $141.04 and its 200-day moving average is $132.82.

iShares ESG MSCI KLD 400 ETF 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. The Index consists of approximately 400 companies identified by MSCI from the universe of companies included in the MSCI USA IMI Index, which consists of the New York Stock Exchange (NYSE) and NASDAQ Stock Market LLC listed United States equities.