Mascoma Wealth Management LLC increased its stake in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI – Free Report) by 7.6% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 82,200 shares of the company’s stock after acquiring an additional 5,779 shares during the quarter. iShares ESG MSCI KLD 400 ETF makes up 2.2% of Mascoma Wealth Management LLC’s holdings, making the stock its 13th largest holding. Mascoma Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $12,016,000 as of its most recent filing with the Securities & Exchange Commission.
A number of other hedge funds have also modified their holdings of DSI. Bank of New York Mellon Corp raised its position in shares of iShares ESG MSCI KLD 400 ETF by 57.7% during 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 purchasing an additional 459,248 shares during the period. IMA Advisory Services Inc. lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 1.1% during the first quarter. IMA Advisory Services Inc. now owns 412,576 shares of the company’s stock valued at $49,743,000 after purchasing an additional 4,652 shares during the last quarter. Ameritas Advisory Services LLC lifted its holdings in shares of iShares ESG MSCI KLD 400 ETF by 53.0% during the second 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 during the last quarter. Gemmer Asset Management LLC boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 0.6% in the 2nd quarter. Gemmer Asset Management LLC now owns 139,453 shares of the company’s stock valued at $19,857,000 after purchasing an additional 764 shares during the period. Finally, Manchester Capital Management LLC acquired a new position in shares of iShares ESG MSCI KLD 400 ETF in the 3rd quarter valued at $18,813,000.
iShares ESG MSCI KLD 400 ETF Stock Down 0.5%
NYSEARCA:DSI opened at $145.03 on Friday. The stock has a fifty day simple moving average of $146.76 and a 200 day simple moving average of $141.98. The firm has a market capitalization of $5.44 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 $117.08 and a 1-year 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.
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