iShares ESG MSCI KLD 400 ETF $DSI Shares Sold by Mascoma Wealth Management LLC

Mascoma Wealth Management LLC trimmed its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 3.2% in the second quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 80,032 shares of the company’s stock after selling 2,674 shares during the quarter. iShares ESG MSCI KLD 400 ETF comprises approximately 2.2% of Mascoma Wealth Management LLC’s portfolio, making the stock its 11th biggest position. Mascoma Wealth Management LLC’s holdings in iShares ESG MSCI KLD 400 ETF were worth $9,296,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds have also recently added to or reduced their stakes in the business. OLD National Bancorp IN acquired a new position in iShares ESG MSCI KLD 400 ETF in the second quarter valued at approximately $520,000. Wealthcare Capital Management LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 2.0% in the second quarter. Wealthcare Capital Management LLC now owns 25,993 shares of the company’s stock valued at $3,019,000 after purchasing an additional 500 shares in the last quarter. Wealthcare Advisory Partners LLC boosted its holdings in iShares ESG MSCI KLD 400 ETF by 6.2% in the second quarter. Wealthcare Advisory Partners LLC now owns 51,194 shares of the company’s stock valued at $5,947,000 after purchasing an additional 2,971 shares in the last quarter. 4Thought Financial Group Inc. boosted its holdings in iShares ESG MSCI KLD 400 ETF by 4.3% in the second quarter. 4Thought Financial Group Inc. now owns 2,182 shares of the company’s stock valued at $253,000 after purchasing an additional 89 shares in the last quarter. Finally, Impact Investors Inc boosted its holdings in iShares ESG MSCI KLD 400 ETF by 22.3% in the second quarter. Impact Investors Inc now owns 25,510 shares of the company’s stock valued at $2,963,000 after purchasing an additional 4,653 shares in the last quarter.

iShares ESG MSCI KLD 400 ETF Stock Down 0.0%

Shares of DSI opened at $126.71 on Friday. The stock has a 50 day moving average price of $122.28 and a 200 day moving average price of $113.21. The company has a market capitalization of $4.98 billion, a price-to-earnings ratio of 26.56 and a beta of 1.02. iShares ESG MSCI KLD 400 ETF has a 52-week low of $89.16 and a 52-week high of $127.28.

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.