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iShares MSCI KLD 400 Social ETF DSI

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis DSI

Will DSI outperform in future?

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

An ESG fund that resembles the broad market.

Analyst Ryan Jackson

Ryan Jackson

Analyst

Summary

IShares MSCI KLD 400 Social ETF DSI selects stocks based on their environmental, social, and governance attributes, but it confers the key benefits of a broad market-cap-weighted index strategy.

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Portfolio Holdings DSI

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 37.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.18 507.3 Mil
Technology

NVIDIA Corp

8.14 338.8 Mil
Technology

Alphabet Inc Class A

3.94 164.2 Mil
Communication Services

Alphabet Inc Class C

3.47 144.4 Mil
Communication Services

Visa Inc Class A

1.85 76.9 Mil
Financial Services

Tesla Inc

1.82 75.7 Mil
Consumer Cyclical

Mastercard Inc Class A

1.65 68.6 Mil
Financial Services

Procter & Gamble Co

1.61 67.1 Mil
Consumer Defensive

The Home Depot Inc

1.44 60.1 Mil
Consumer Cyclical

Merck & Co Inc

1.38 57.4 Mil
Healthcare