iShares MSCI KLD 400 Social ETF

  • DSI

400 Howard Street,
San Francisco , CA, 94105

Rank

Rank Universe
57 62

Summary

The fund seeks to replicate the total return performance of the benchmark index, before fees and expenses, by investing in companies in the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

As part of its strategy, the fund employs a passive or indexing approach.

More

Webiste

Directors

Jul 12, 2023
  • John E. Kerrigan
  • Richard L. Fagnani
  • Robert S. Kapito
  • Drew E. Lawton
  • John E. Martinez
  • Salim Ramji
  • Madhav V. Rajan
  • Jane D. Carlin
  • Cecilia H. Herbert

Chief Compliance Officer

  • Aaron Wasserman

Price

  • $ 96.96 ( -3.42 )
  • Apr 10, 2025
    Last Close
  • Net Assets
  • $4.1B
    Mar 25, 2024
  • 52-Week High/Low
  • $115.7 - $91.6

  • Expense Ratio
  • -

Performance

YTD

0%

3 Year

13.94%

5 Year

-7.84%

Best

103.16%

2003

Worst

-55.73%

2002

Company Name

Holding

MICROSOFT CORPORATION 11.47 %
NVIDIA CORPORATION 11.36 %
ALPHABET INC. 3.92 %
ALPHABET INC. 3.43 %
TESLA, INC. 2.58 %
VISA INC. 1.63 %
MASTERCARD INCORPORATED. 1.5 %
THE PROCTER & GAMBLE COMPANY 1.47 %
THE HOME DEPOT, INC. 1.42 %
ABBVIE INC. 1.27 %
More 1.27 %

Documents

Prospectus

link

Annual Reports

link

NAV

Annual Return

Alpha - DSI and S&P