Mascoma Wealth Management LLC Trims Holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI)

Mascoma Wealth Management LLC lowered its stake in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.5% during the 4th quarter, HoldingsChannel reports. The institutional investor owned 99,105 shares of the company’s stock after selling 4,682 shares during the quarter. iShares ESG MSCI KLD 400 ETF accounts for 2.7% of Mascoma Wealth Management LLC’s holdings, making the stock its 10th largest position. Mascoma Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $10,926,000 as of its most recent SEC filing.

Several other institutional investors and hedge funds have also recently modified their holdings of DSI. Essential Planning LLC. raised its position in shares of iShares ESG MSCI KLD 400 ETF by 6,218.7% during the fourth quarter. Essential Planning LLC. now owns 233,601 shares of the company’s stock valued at $26,080,000 after buying an additional 229,904 shares during the last quarter. Raymond James Financial Inc. bought a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $21,001,000. Natural Investments LLC bought a new stake in iShares ESG MSCI KLD 400 ETF in the fourth quarter worth $8,959,000. Ameritas Advisory Services LLC increased its position in iShares ESG MSCI KLD 400 ETF by 56.7% in the fourth quarter. Ameritas Advisory Services LLC now owns 190,531 shares of the company’s stock worth $21,006,000 after purchasing an additional 68,980 shares during the last quarter. Finally, Bank of New York Mellon Corp increased its position in iShares ESG MSCI KLD 400 ETF by 4.8% in the fourth quarter. Bank of New York Mellon Corp now owns 1,020,431 shares of the company’s stock worth $112,502,000 after purchasing an additional 47,183 shares during the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Performance

Shares of DSI opened at $103.20 on Thursday. The company’s fifty day moving average is $110.62 and its 200 day moving average is $110.32. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $94.05 and a fifty-two week high of $115.78. The stock has a market capitalization of $4.31 billion, a PE ratio of 28.09 and a beta of 1.05.

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.