DSI iShares MSCI KLD 400 Social ETF Overview

The firm has a market capitalization of $3.59 billion, a PE ratio of 20.24 and a beta of 1.02. ETF Trends and ETF Database , the preeminent digital platforms for ETF news, research, tools, video, webcasts, native content channels, and more. The ETF Trends and ETF Database brands have been trusted amongst advisors, institutional investors, and individual investors for a combined 25 years. The firms are uniquely positioned to aid advisor’s education, adoption, and usage of ETFs, as well as the asset management community’s transition from traditionally analog to digital interactions with the advisor community. We all know that exchange-traded funds (ETFs) have grown immensely in popularity over the last… The following charts reflect the geographic spread of
underlying holdings.

Prudential Financial Inc. now owns 11,029 shares of the company’s stock valued at $955,000 after acquiring an additional 7,586 shares during the last quarter. If the Fund invests in any underlying fund, certain portfolio information, including sustainability characteristics and business-involvement metrics, provided for the Fund may include information (on a look-through basis) of such underlying fund, to the extent available. The adjacent table gives investors an individual Realtime Rating for DSI on several different metrics, including liquidity, expenses, performance, volatility, dividend, concentration of holdings in addition to an overall rating. The “A+ Metric Rated ETF” field, available to ETF Database Pro members, shows the ETF in the Large Cap Growth Equities with the highest Metric Realtime Rating for each individual field. To view all of this data, sign up for a free 14-day trial for ETF Database Pro. To view information on how the ETF Database Realtime Ratings work, click here.

  • The Fund’s environmental, social and governance (“ESG”) investment strategy limits the types and number of investment opportunities available to the Fund and, as a result, the Fund may underperform other funds that do not have an ESG focus.
  • Zacks proprietary quantitative models divide each set of ETFs following a similar investment strategy (style box/industry/asset class) into three risk categories- High, Medium, and Low.
  • The screening applied by the fund’s index provider may include revenue thresholds set by the index provider.
  • For more information regarding the fund’s investment strategy, please see the fund’s prospectus.

This chart shows the fund’s performance as the percentage loss or gain per year over the last 10 years against its benchmark. It can help you to assess how the fund has been managed in the past and compare it to its benchmark. Past performance is not a reliable indicator of future results and should not be the sole factor of consideration when selecting a product or strategy. The amounts shown above are as of the current prospectus, but may not include extraordinary expenses incurred by the Fund over the past fiscal year. Amounts are rounded to the nearest basis point, which in some cases may be “0.00”. View charts that break down the influence that fund flows and price had on overall assets.


ETF Database analysts have a combined 50 years in the ETF and Financial markets, covering every asset class and investment style. The team monitors new filings, new launches and new issuers to make sure we place each new ETF in the appropriate context so Financial Advisors can construct high quality portfolios. As a global investment manager and fiduciary to our clients, our purpose at BlackRock is to help everyone experience financial well-being.

Business Involvement metrics are only displayed if at least 1% of the fund’s gross weight includes securities covered by MSCI ESG Research. The Fund seeks investment results that correspond generally to the price and yield performance of the Domini 400 Social Index. This strategy is designed to provide exposure to the common stocks of companies that KLD determines have positive environmental, social and governance characteristics. The investment seeks to track the investment results of the MSCI KLD 400 Social Index composed of U.S. companies that have positive environmental, social and governance characteristics.

The invest in fintech stocks seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the MSCI KLD 400 Social Index. IShares MSCI KLD 400 Social ETF’s DSI focus on stocks’ environmental, social, and governance attributes doesn’t stop it from reaping many of the benefits of a broad market-cap-weighted index strategy. This cheap, sensibly constructed fund merits a Morningstar Analyst Rating of Bronze. This fund seeks to follow a sustainable, impact or ESG investment strategy, as disclosed in its prospectus. For more information regarding the fund’s investment strategy, please see the fund’s prospectus.


Cetera Investment Advisers lifted its position in iShares MSCI KLD 400 Social ETF by 39.2% in the first quarter. Cetera Investment Advisers now owns 19,028 shares of the company’s stock worth $1,648,000 after buying an additional 5,361 shares during the last quarter. Equitable Holdings Inc. boosted its stake in iShares MSCI KLD 400 Social ETF by 160.0% during the first quarter. Equitable Holdings Inc. now owns 11,869 shares of the company’s stock worth $1,028,000 after buying an additional 7,304 shares during the period. Finally, Prudential Financial Inc. increased its position in iShares MSCI KLD 400 Social ETF by 220.3% during the first quarter.

iShares MSCI KLD 400 Social ETF declares quarterly distribution of $0.3164

Where data is not available, and / or if data changes, the estimation methods vary, particularly those related to a company’s future emissions. This forward-looking metric is calculated based on a model, which is dependent upon multiple assumptions. how to buy hook crypto Importantly, an ITR metric may vary meaningfully across data providers for a variety of reasons due to methodological choices (e.g., differences in time horizons, the scope(s) of emissions included and portfolio aggregation calculations).

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Sustainability Characteristics should not be considered solely or in isolation, but instead are one type of information that investors may wish to consider when assessing a fund. For funds with an investment objective that include the integration of ESG criteria, there may be corporate actions or other situations that may cause the fund or index to passively hold securities that may not comply with ESG criteria. The screening applied by the fund’s index provider may include revenue thresholds set by the index provider. The information displayed on this website may not include all of the screens that apply to the relevant index or the relevant fund. These screens are described in more detail in the fund’s prospectus, other fund documents, and the relevant index methodology document. Because the ITR metric is calculated in part by considering the potential for a company within the fund’s portfolio to reduce its emissions over time, it is forward-looking and prone to limitations.

Business Involvement metrics can help investors gain a more comprehensive view of specific activities in which a fund may be exposed through its investments. Climate change is one of the greatest challenges in human history and will have profound implications for investors. To address climate change, many of the world’s major countries have signed the Paris Agreement. The temperature goal of the Paris Agreement is to limit global warming to well below 2°C above pre-industrial levels, and ideally 1.5 °C, which will help us avoid the most severe impacts of climate change. Data are provided ‘as is’ for informational purposes only and are not intended for trading purposes.

Zacks Rank stock-rating system returns are computed monthly based on the beginning of the month and end of the month Zacks Rank stock prices plus any dividends received during that particular month. A simple, equally-weighted average return of all Zacks Rank stocks is calculated to determine the monthly return. Only Zacks Rank stocks included in Zacks hypothetical portfolios at the beginning of each month are included in the return calculations.

Since 1999, we’ve been a leading provider of financial technology, and our clients turn to us for the solutions they need when planning for their most important goals. 50 cent vix trader has a 12-month low of $64.72 and a 12-month high of $87.54. The firm has a 50-day moving average price of $84.90 and a 200-day moving average price of $81.45.

The Information has not been submitted to, nor received approval from, the US SEC or any other regulatory body. Some funds may be based on or linked to MSCI indexes, and MSCI may be compensated based on the fund’s assets under management or other measures. MSCI has established an information barrier between equity index research and certain Information. None of the Information in and of itself can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided “as is” and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.

The Parent Pillar is our rating of DSI’s parent organization’s priorities and whether they’re in line with investors’ interests. 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. None of these companies make any representation regarding the advisability of investing in the Funds. With the exception of BlackRock Index Services, LLC, who is an affiliate, BlackRock Investments, LLC is not affiliated with the companies listed above.

BlackRock leverages this data to provide a summed up view across holdings and translates it to a fund’s market value exposure to the listed Business Involvement areas above. The ITR metric estimates a fund’s alignment with the Paris Agreement temperature goal. The ITR metric is not a real time estimate and may change over time, therefore it is prone to variance and may not always reflect a current estimate.

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