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Phocas Financial Corp’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Phocas Financial Corp’s Portfolio DSI Stock Details DSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-150
Closed -$10.8K – 226
2022
Q4 		$10.8K Buy
+150
New +$10.8K ﹤0.01% 299

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Bank of America
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JP Morgan Chase
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Ameriprise
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Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Phocas Financial Corp's DSI Position: Q1 2023 in Review

Phocas Financial Corp sold out of iShares MSCI KLD 400 Social ETF (DSI) in Q1 2023, closing a stake of 150 shares — an estimated $10.8K sold.

Phocas Financial Corp first reported a position in DSI in Q4 2022 and held it in 1 quarter. The position peaked at $10.8K in Q4 2022. 435 funds tracked by Wall St. Rank hold DSI as of Q1 2023.

  • Phocas Financial Corp reported no remaining iShares MSCI KLD 400 Social ETF position as of Q1 2023 after selling out during the quarter.
  • Phocas Financial Corp sold 150 iShares MSCI KLD 400 Social ETF shares in Q1 2023, an estimated $10.8K.
  • Phocas Financial Corp first reported a position in iShares MSCI KLD 400 Social ETF in Q4 2022 and held it in 1 quarter.
  • Phocas Financial Corp's iShares MSCI KLD 400 Social ETF position peaked at $10.8K in Q4 2022.
  • 435 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q1 2023.

Based on Phocas Financial Corp's 13F filing for Q1 2023, filed 13 Apr 2023.