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

Mascoma Wealth Management LLC lessened its holdings in iShares ESG MSCI KLD 400 ETF (NYSEARCA:DSI) by 4.5% during the 4th quarter, according to its most recent filing with the Securities & Exchange Commission. The firm owned 99,105 shares of the company’s stock after selling 4,682 shares during the period. iShares ESG MSCI KLD 400 ETF comprises approximately 2.7% of Mascoma Wealth Management LLC’s holdings, making the stock its 10th biggest position. Mascoma Wealth Management LLC owned approximately 0.22% of iShares ESG MSCI KLD 400 ETF worth $10,926,000 at the end of the most recent quarter.

Several other institutional investors have also recently made changes to their positions in DSI. Financial Life Planners purchased a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $38,000. Synergy Asset Management LLC purchased a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $44,000. Adirondack Trust Co. lifted its holdings in iShares ESG MSCI KLD 400 ETF by 13.0% during the fourth quarter. Adirondack Trust Co. now owns 780 shares of the company’s stock valued at $86,000 after purchasing an additional 90 shares in the last quarter. Bristlecone Advisors LLC lifted its holdings in iShares ESG MSCI KLD 400 ETF by 37.7% during the fourth quarter. Bristlecone Advisors LLC now owns 855 shares of the company’s stock valued at $94,000 after purchasing an additional 234 shares in the last quarter. Finally, Princeton Global Asset Management LLC purchased a new position in iShares ESG MSCI KLD 400 ETF during the fourth quarter valued at approximately $107,000.

iShares ESG MSCI KLD 400 ETF Price Performance

Shares of NYSEARCA:DSI opened at $103.20 on Thursday. iShares ESG MSCI KLD 400 ETF has a 1-year low of $94.05 and a 1-year high of $115.78. The company has a market capitalization of $4.31 billion, a P/E ratio of 28.09 and a beta of 1.05. The firm’s 50 day simple moving average is $110.62 and its two-hundred day simple moving average is $110.32.

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.