Centurion Wealth Management’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Centurion Wealth Management’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
2026 Q2	$240K	Sell	1,682 -1,188	-41%	-$163K	0.06%	253
2026 Q1	$348K	Buy	2,870 +68	+2%	+$8.69K	0.08%	207
2025 Q4	$361K	Buy	2,802 +61	+2%	+$7.79K	0.08%	197
2025 Q3	$345K	Buy	2,741 +6	+0.2%	+$725	0.08%	206
2025 Q2	$318K	Sell	2,735 -93	-3%	-$9.9K	0.09%	171
2025 Q1	$312K	Hold	2,828	–	–	0.1%	151
2024 Q4	$312K	Sell	2,828 -436	-13%	-$48.7K	0.1%	151
2024 Q3	$355K	Buy	+3,264	New	+$342K	0.11%	133
2024 Q1	$337K	Sell	3,346 -519	-13%	-$49.6K	0.13%	111
2023 Q4	$352K	Buy	3,865 +444	+13%	+$37.7K	0.15%	105
2023 Q3	$279K	Buy	3,421 +77	+2%	+$6.53K	0.14%	107
2023 Q2	$281K	Buy	+3,344	New	+$266K	0.14%	116

Other funds holding DSI

GAM

Gemmer Asset Management Walnut Creek, California $1.49B AUM 42.66% 1-Year Est. Return

SPIA

Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

GCG

Gilbert Capital Group North Yarmouth, Maine $143M AUM 25.1% 1-Year Est. Return

NCM

Neumann Capital Management Foster City, California $151M AUM 24.09% 1-Year Est. Return

MFA

McClarren Financial Advisors State College, Pennsylvania $193M AUM 20.22% 1-Year Est. Return

TBF

True Blue Financial Stevensville, Michigan $237M AUM

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Centurion Wealth Management's DSI Position: Q2 2026 in Review

Centurion Wealth Management reduced its iShares MSCI KLD 400 Social ETF (DSI) stake by 41% in Q2 2026, selling an estimated $163K and leaving 1,682 shares worth $240K. The position accounts for 0.06% of the portfolio, ranked #253.

Centurion Wealth Management first reported a position in DSI in Q2 2023 and has held it in 12 quarters since. The position peaked at $361K in Q4 2025. 102 funds tracked by Wall St. Rank hold DSI as of Q2 2026.

Centurion Wealth Management held 1,682 shares of iShares MSCI KLD 400 Social ETF worth $240K as of Q2 2026.
Centurion Wealth Management sold 1,188 iShares MSCI KLD 400 Social ETF shares in Q2 2026, an estimated $163K.
iShares MSCI KLD 400 Social ETF made up 0.06% of Centurion Wealth Management's portfolio in Q2 2026, its #253 holding.
Centurion Wealth Management first reported a position in iShares MSCI KLD 400 Social ETF in Q2 2023 and has held it in 12 quarters since.
Centurion Wealth Management's iShares MSCI KLD 400 Social ETF position peaked at $361K in Q4 2025.
102 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q2 2026.

Based on Centurion Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.