iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Shares Sold by Mascoma Wealth Management LLC

Mascoma Wealth Management LLC trimmed its stake in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) by 3.2% during the third quarter, according to its most recent filing with the Securities & Exchange Commission. The fund owned 103,787 shares of the company’s stock after selling 3,401 shares during the quarter. iShares MSCI KLD 400 Social ETF makes up 2.8% of Mascoma Wealth Management LLC’s holdings, making the stock its 10th largest holding. Mascoma Wealth Management LLC’s holdings in iShares MSCI KLD 400 Social ETF were worth $11,291,000 as of its most recent filing with the Securities & Exchange Commission.

Other institutional investors and hedge funds also recently modified their holdings of the company. BNP Paribas Financial Markets grew its holdings in shares of iShares MSCI KLD 400 Social ETF by 6.1% during the first quarter. BNP Paribas Financial Markets now owns 12,305 shares of the company’s stock valued at $1,240,000 after buying an additional 705 shares in the last quarter. Concurrent Investment Advisors LLC purchased a new stake in shares of iShares MSCI KLD 400 Social ETF in the first quarter worth approximately $215,000. US Bancorp DE boosted its holdings in shares of iShares MSCI KLD 400 Social ETF by 0.8% during the first quarter. US Bancorp DE now owns 176,410 shares of the company’s stock worth $17,784,000 after purchasing an additional 1,389 shares during the period. Avantax Advisory Services Inc. grew its position in iShares MSCI KLD 400 Social ETF by 1.7% during the first quarter. Avantax Advisory Services Inc. now owns 23,283 shares of the company’s stock valued at $2,347,000 after purchasing an additional 384 shares in the last quarter. Finally, Banco Santander S.A. acquired a new position in iShares MSCI KLD 400 Social ETF in the 1st quarter valued at approximately $202,000.

iShares MSCI KLD 400 Social ETF Stock Up 0.4 %

Shares of NYSEARCA:DSI opened at $114.53 on Tuesday. The firm has a fifty day moving average of $108.33 and a two-hundred day moving average of $104.73. iShares MSCI KLD 400 Social ETF has a 12-month low of $83.25 and a 12-month high of $114.84. The firm has a market capitalization of $5.06 billion, a P/E ratio of 29.01 and a beta of 1.09.

iShares MSCI KLD 400 Social ETF Profile

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.