DSI
iShares ESG MSCI KLD 400 ETF
📎 Investment Objective
The iShares ESG MSCI KLD 400 ETF (DSI) seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance (ESG) characteristics as identified by the index provider.
Overview
ETF tracking iShares ESG MSCI KLD 400 ETF
Performance
Price Chart
Investment Summary
📎 Investment Objective
The iShares ESG MSCI KLD 400 ETF (DSI) seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance (ESG) characteristics as identified by the index provider.
🎯 Investment Strategy
The fund invests in a representative sample of securities included in the MSCI KLD 400 Social Index, which is designed to provide exposure to U.S. companies with high ESG ratings relative to their sector peers. The fund aims to replicate the performance of this index, before fees and expenses.
✨ Key Features
- Focuses on U.S. companies with strong ESG practices
- Tracks the MSCI KLD 400 Social Index, a broad-based ESG index
- Low expense ratio of 0.00%
- Relatively new fund with limited performance history
⚠️ Primary Risks
- Concentration risk as the fund is focused on a specific ESG-screened index
- Potential for underperformance compared to broader market indexes
- Limited diversification outside of the U.S. equity market
- Reliance on the index provider's ESG evaluation methodology
👤 Best For
This ETF may be suitable for investors seeking exposure to U.S. equities with a focus on companies with positive environmental, social and governance practices. It could be a component of a diversified portfolio for investors interested in sustainable investing.
Top Holdings
| Rank | Ticker | Name | Weight | Sector |
|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORP | 14.57% | Information Technology |
| 2 | MSFT | MICROSOFT CORP | 11.36% | Information Technology |
| 3 | GOOGL | ALPHABET INC CLASS A | 5.18% | Communication |
| 4 | GOOG | ALPHABET INC CLASS C | 4.38% | Communication |
| 5 | TSLA | TESLA INC | 3.73% | Consumer Discretionary |
| 6 | V | VISA INC CLASS A | 1.84% | Financials |
| 7 | MA | MASTERCARD INC CLASS A | 1.52% | Financials |
| 8 | ABBV | ABBVIE INC | 1.31% | Health Care |
| 9 | AMD | ADVANCED MICRO DEVICES INC | 1.29% | Information Technology |
| 10 | ORCL | ORACLE CORP | 1.18% | Information Technology |
| 11 | HD | HOME DEPOT INC | 1.17% | Consumer Discretionary |
| 12 | PG | PROCTER & GAMBLE | 1.11% | Consumer Staples |
| 13 | CSCO | CISCO SYSTEMS INC | 0.98% | Information Technology |
| 14 | KO | COCA-COLA | 0.93% | Consumer Staples |
| 15 | IBM | INTERNATIONAL BUSINESS MACHINES CO | 0.91% | Information Technology |
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