Mascoma Wealth Management LLC Purchases 5,779 Shares of iShares ESG MSCI KLD 400 ETF $DSI

Mascoma Wealth Management LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 7.6% in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 82,200 shares of the company’s stock after buying an additional 5,779 shares during the quarter. iShares ESG MSCI KLD 400 ETF accounts for approximately 2.2% of Mascoma Wealth Management LLC’s investment portfolio, making the stock its 13th largest position. Mascoma Wealth Management LLC owned approximately 0.22% of iShares ESG MSCI KLD 400 ETF worth $12,016,000 at the end of the most recent quarter.

A number of other hedge funds have also recently bought and sold shares of DSI. Bank of New York Mellon Corp raised its position in iShares ESG MSCI KLD 400 ETF by 57.7% in the first quarter. Bank of New York Mellon Corp now owns 1,254,533 shares of the company’s stock worth $152,037,000 after acquiring an additional 459,248 shares in the last quarter. Manchester Capital Management LLC acquired a new stake in iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at about $18,813,000. Fifth Third Bancorp boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 650.3% during the 1st quarter. Fifth Third Bancorp now owns 70,112 shares of the company’s stock valued at $8,497,000 after purchasing an additional 60,767 shares in the last quarter. Aspiriant LLC bought a new position in shares of iShares ESG MSCI KLD 400 ETF during the 3rd quarter valued at about $7,975,000. Finally, Ameritas Advisory Services LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 53.0% during the 2nd quarter. Ameritas Advisory Services LLC now owns 146,299 shares of the company’s stock valued at $20,831,000 after purchasing an additional 50,666 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of DSI opened at $145.03 on Friday. The firm’s 50 day moving average is $146.76 and its 200-day moving average is $141.98. The stock has a market capitalization of $5.44 billion, a P/E ratio of 26.56 and a beta of 1.07. iShares ESG MSCI KLD 400 ETF has a 12-month low of $117.08 and a 12-month high of $150.74.

About iShares ESG MSCI KLD 400 ETF

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.