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

Mascoma Wealth Management LLC trimmed its holdings in shares of iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 8.5% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The fund owned 72,480 shares of the company’s stock after selling 6,749 shares during the period. iShares ESG MSCI KLD 400 ETF accounts for about 1.8% of Mascoma Wealth Management LLC’s investment portfolio, making the stock its 15th biggest holding. Mascoma Wealth Management LLC owned approximately 0.19% of iShares ESG MSCI KLD 400 ETF worth $8,784,000 at the end of the most recent quarter.

Several other large investors have also bought and sold shares of DSI. Revolve Wealth Partners LLC raised its position in shares of iShares ESG MSCI KLD 400 ETF by 0.7% during the 4th quarter. Revolve Wealth Partners LLC now owns 16,668 shares of the company’s stock valued at $1,838,000 after acquiring an additional 119 shares during the last quarter. Goldman Sachs Group Inc. boosted its position in shares of iShares ESG MSCI KLD 400 ETF by 7.1% in the 1st quarter. Goldman Sachs Group Inc. now owns 269,934 shares of the company’s stock worth $27,644,000 after purchasing an additional 17,894 shares during the last quarter. First Trust Advisors LP grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 30.0% during the second quarter. First Trust Advisors LP now owns 2,567 shares of the company’s stock worth $298,000 after purchasing an additional 592 shares during the period. Baird Financial Group Inc. grew its stake in shares of iShares ESG MSCI KLD 400 ETF by 8.2% during the second quarter. Baird Financial Group Inc. now owns 10,091 shares of the company’s stock worth $1,172,000 after purchasing an additional 762 shares during the period. Finally, Marshall Wace LLP bought a new stake in iShares ESG MSCI KLD 400 ETF in the second quarter valued at about $444,000.

iShares ESG MSCI KLD 400 ETF Stock Performance

NYSEARCA:DSI traded up $0.97 during mid-day trading on Friday, hitting $142.90. The company had a trading volume of 68,768 shares, compared to its average volume of 140,854. iShares ESG MSCI KLD 400 ETF has a fifty-two week low of $116.71 and a fifty-two week high of $144.71. The firm has a market cap of $5.37 billion, a P/E ratio of 26.56 and a beta of 1.07. The business’s fifty day moving average is $141.04 and its two-hundred day moving average is $132.82.

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.