Csenge Advisory Group’s iShares MSCI KLD 400 Social ETF DSI Stock Holding History

Csenge Advisory Group’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 Q3	$231K	Buy	+1,577	New	+$228K	0.01%	672

Other funds holding DSI

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Park Avenue Securities New York $16.4B AUM 18.52% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Gemmer Asset Management Walnut Creek, California $1.53B AUM 31.12% 1-Year Est. Return

Manchester Capital Management Manchester, Vermont $736M AUM 20.83% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Csenge Advisory Group's DSI Position: Q3 2026 in Review

Csenge Advisory Group opened a new position in iShares MSCI KLD 400 Social ETF (DSI) in Q3 2026: 1,577 shares worth $231K. The stake represents 0.01% of the portfolio and ranks #672 among its holdings.

383 funds tracked by Wall St. Rank hold DSI as of Q3 2026.

Csenge Advisory Group held 1,577 shares of iShares MSCI KLD 400 Social ETF worth $231K as of Q3 2026.
iShares MSCI KLD 400 Social ETF was a new Csenge Advisory Group position in Q3 2026.
iShares MSCI KLD 400 Social ETF made up 0.01% of Csenge Advisory Group's portfolio in Q3 2026, its #672 holding.
383 funds tracked by Wall St. Rank held iShares MSCI KLD 400 Social ETF as of Q3 2026.

Based on Csenge Advisory Group's 13F filing for Q3 2026, filed 4 Nov 2026.