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 45.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

13.85 758M
Technology

Microsoft Corp

10.48 574M
Technology

Alphabet Inc Class A

5.18 284M
Communication Services

Alphabet Inc Class C

4.10 224M
Communication Services

Tesla Inc

3.12 171M
Consumer Cyclical

Advanced Micro Devices Inc

2.42 132M
Technology

Visa Inc Class A

1.87 102M
Financial Services

AbbVie Inc

1.41 77M
Healthcare

Mastercard Inc Class A

1.39 76M
Financial Services

Cisco Systems Inc

1.21 66M
Technology

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