iShares ESG MSCI KLD 400 ETF DSI

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Morningstar’s Analysis DSI

Will DSI outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A solid core option for ESG investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares MSCI KLD 400 Social ETF balances the key benefits of a broad, market-cap-weighted portfolio with its search for companies with good environmental, social, and governance attributes.

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Portfolio Holdings DSI

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 44.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.65 742M
Technology

Microsoft Corp

10.42 566M
Technology

Alphabet Inc Class A

5.29 287M
Communication Services

Alphabet Inc Class C

4.18 227M
Communication Services

Tesla Inc

3.00 163M
Consumer Cyclical

Advanced Micro Devices Inc

2.37 129M
Technology

Visa Inc Class A

1.91 104M
Financial Services

Mastercard Inc Class A

1.42 77M
Financial Services

AbbVie Inc

1.42 77M
Healthcare

Cisco Systems Inc

1.18 64M
Technology

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