iShares ESG MSCI KLD 400 ETF
iShares·Tracks MSCI KLD 400 Social Index·Inception Nov 14, 2006
Composite score
Based on a 0.25% expense ratio.
Based on $5.51B in net assets.
Top-10 holdings represent 45.6% of net assets.
US Total Market base · ETF wrapper · 0.86% TTM yield.
The composite is a weighted average of the four core sub-scores above (cost, tax efficiency, liquidity, concentration). Missing sub-scores fall back to the per-category median when the category has at least 50% data coverage, so funds without (e.g.) parsed N-PORT holdings aren't accidentally boosted by renormalization. Tracking quality is shown where computable but isn't currently part of the composite weighting. Seemethodologyfor formulas, thetracking-qualitypartial-coverage rationale, and the dimensions we deliberatelydon't score(methodology v0.5.1).
Use DSI in our tools
Tool · Look-through
See what DSI actually holds, in a portfolio
Add your other funds and weights; every underlying position is summed across the basket.
Tool · Cost
Compare DSI's fee against another fund
Compounds the 0.25% expense ratio against a peer over decades.
Tool · Overlap
Compare DSI's holdings with peers
Pairwise holdings heatmap, pre-loaded with similar US Total Market funds.
Tool · TLH
Find a tax-loss harvesting partner for DSI
Ranks every catalog fund by holdings overlap, flags wash-sale risk.
Tool · Placement
Where should this fund live across your accounts?
Asset-location optimizer — places each fund in taxable / tax-deferred / Roth.
Top holdings
| # | Holding | Weight |
|---|---|---|
| 1 | NVIDIA CORPORATION | 14.44% |
| 2 | MICROSOFT CORPORATION | 8.58% |
| 3 | ALPHABET INC. | 6.67% |
| 4 | ALPHABET INC. | 5.54% |
| 5 | TESLA, INC. | 3.21% |
| 6 | ADVANCED MICRO DEVICES, INC. | 1.72% |
| 7 | VISA INC. | 1.66% |
| 8 | INTEL CORPORATION | 1.27% |
| 9 | MASTERCARD INCORPORATED | 1.27% |
| 10 | CATERPILLAR INC. | 1.24% |
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