Morningstar

iShares ESG MSCI KLD 400 ETF DSI

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis DSI

Will DSI outperform in the future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable DSI’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the DSI management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of DSI’s parent organization’s priorities and whether they’re in line with investors’ interests.

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.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings DSI

More DSI Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 45.9
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

14.74 809M
Technology

Microsoft Corp

10.05 551M
Technology

Alphabet Inc Class A

5.51 302M
Communication Services

Alphabet Inc Class C

4.35 239M
Communication Services

Tesla Inc

2.81 154M
Consumer Cyclical

Advanced Micro Devices Inc

2.79 153M
Technology

Visa Inc Class A

1.66 91M
Financial Services

Intel Corp

1.47 80M
Technology

AbbVie Inc

1.28 70M
Healthcare

Mastercard Inc Class A

1.24 68M
Financial Services

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