iShares ESG MSCI KLD 400 ETF (DSI) Fund Overview
Educational signal · not a buy or sell recommendation · How to read this
Beta 1.10: the stock has moved about 10% more than the S&P 500.
For informational purposes only. Not financial advice. Machine-generated analysis by Stock Expert AI — model gemini-2.0-flash, generated Mar 18, 2026. Editorial oversight is systemic, not page-by-page. Editorially accountable: Sedat ANAK, Founder and Editor-in-Chief. Data sources: Financial Modeling Prep, Yahoo Finance, SEC EDGAR
Quick AnsweriShares ESG MSCI KLD 400 ETF (DSI) trades at $148.09. The iShares ESG MSCI KLD 400 ETF (DSI) aims to replicate the investment outcomes of an index comprising U.S. firms demonstrating robust environmental, social, and governance practices. Sector: Financials.
Price as of · Last analyzed: Mar 18, 2026Analyst Coverage for DSI: DSI does not currently have published analyst price targets in our coverage universe. This is common for smaller-cap names with limited Wall Street coverage.
iShares ESG MSCI KLD 400 ETF (DSI) Financial Services Profile
iShares ESG MSCI KLD 400 ETF (DSI) offers exposure to U.S. companies with strong ESG profiles, tracking an index focused on positive environmental, social, and governance characteristics. With a $4.93 billion market cap, DSI provides a socially responsible investment option within the asset management sector, appealing to investors prioritizing ESG factors.
What Is the Investment Thesis for DSI?
With a market capitalization of $4.93 billion, DSI offers exposure to approximately 400 U.S. companies demonstrating strong ESG characteristics. The fund's value is driven by its ability to attract investors seeking to align their investments with their values. Growth catalysts include the rising awareness of ESG issues, increasing regulatory support for sustainable investing, and the potential for enhanced long-term returns from ESG-focused companies. However, potential risks include the fund's beta of 1.10, indicating higher volatility compared to the broader market, and the absence of dividend yield, which may deter income-seeking investors. The fund's success hinges on its ability to maintain its ESG focus and attract investors seeking socially responsible investment options.
Based on FMP financials and quantitative analysis
DSI Key Highlights
Market Cap: $4.93 billion, reflecting substantial investor interest in ESG-focused investments.
- Beta: 1.10, indicating higher volatility compared to the broader market.
- Dividend Yield: None, which may deter income-seeking investors.
- Focus on ESG: The ETF tracks an index of U.S. companies with positive environmental, social, and governance characteristics.
- Managed by BlackRock: Ensuring professional oversight and adherence to the fund's stated objectives.
Who Are DSI's Competitors?
DSI is benchmarked below against 8 industry peers on price, market cap, and our AI MoonshotScore.
| Company | Price | Change | Market Cap | MoonshotScore |
|---|---|---|---|---|
| GSIE Goldman Sachs ActiveBeta International Equity ETF | $45.91 | +1.03% | $5.67B | — |
| OMFL Invesco Russell 1000 Dynamic Multifactor ETF | $70.31 | +0.65% | $4.81B | — |
| SCHC Schwab International Small-Cap Equity ETF | $49.78 | -0.04% | $5.49B | — |
| SCHK Schwab 1000 Index ETF | $37.02 | +0.71% | $5.87B | — |
| SHLD Global X - Defense Tech ETF | $60.23 | +0.15% | $4.16B | — |
| BLK BlackRock, Inc. | $1066.45 | +0.64% | $165B | 51 5-pillar |
| BX Blackstone Inc. | $112.52 | +0.69% | $136B | 68 5-pillar |
| APOS Apollo Global Management, Inc. | $25.59 | 0.00% | $74.8B | 56 5-pillar |
AI Score by Stock Expert AI · Price data: FMP / Yahoo Finance
What Are DSI's Key Strengths?
Strong ESG focus
- Diversified portfolio
- Managed by BlackRock
- Tracks a well-known ESG index
What Are DSI's Weaknesses?
Higher beta compared to the broader market
- No dividend yield
- Potential for greenwashing
- Dependence on the performance of the MSCI KLD 400 Social Index
What Are the Key Risks for DSI?
Higher beta compared to the broader market.
- No dividend yield, which may deter income-seeking investors.
- Changes in ESG standards and regulations.
- Economic downturn.
What Threats Does DSI Face?
- Competition from other ESG ETFs
- Changes in ESG standards and regulations
- Economic downturn
- Geopolitical risks
What Are DSI's Competitive Advantages?
- Brand recognition: iShares is a well-known and respected brand in the ETF industry.
- Scale: DSI has a significant market capitalization, providing economies of scale.
- ESG focus: DSI's focus on ESG factors differentiates it from other ETFs.
- Index tracking: DSI tracks the MSCI KLD 400 Social Index, which is a widely recognized ESG index.
What Does DSI Do?
The iShares ESG MSCI KLD 400 ETF (DSI) was created to provide investors with a socially responsible investment option. It operates by tracking the investment results of the MSCI KLD 400 Social Index, which is composed of U.S. companies that exhibit positive environmental, social, and governance (ESG) characteristics. The fund selects companies based on their performance in areas such as environmental sustainability, ethical labor practices, and corporate governance. DSI offers a diversified portfolio of approximately 400 U.S. companies, allowing investors to gain exposure to a broad range of sectors while adhering to ESG principles. As of 2026, DSI has a market cap of $4.93 billion, reflecting its significant presence in the ESG investment landscape. The ETF is managed by BlackRock, a global investment management firm, ensuring professional oversight and adherence to the fund's stated objectives. DSI's focus on ESG factors aligns with the growing demand for socially responsible investing, making it an appealing option for investors seeking both financial returns and positive social impact.
What Products and Services Does DSI Offer?
- Tracks the investment results of the MSCI KLD 400 Social Index.
- Invests in U.S. companies with positive environmental, social, and governance (ESG) characteristics.
- Provides investors with exposure to a diversified portfolio of approximately 400 U.S. companies.
- Offers a socially responsible investment option.
- Allows investors to align their investments with their values.
- Managed by BlackRock, a global investment management firm.
- Focuses on companies with strong performance in areas such as environmental sustainability, ethical labor practices, and corporate governance.
How Does DSI Make Money?
- Tracks the MSCI KLD 400 Social Index, which is composed of U.S. companies with positive ESG characteristics.
- Generates revenue through management fees charged to investors.
- Attracts investors seeking socially responsible investment options.
What Industry Does DSI Operate In?
The iShares ESG MSCI KLD 400 ETF (DSI) operates within the asset management industry, which is experiencing significant growth in ESG investing. Market trends indicate a rising demand for socially responsible investment options, driven by increasing awareness of environmental and social issues. The competitive landscape includes other ESG-focused ETFs and mutual funds, such as GSIE, OMFL, SCHC, SCHK, and SHLD, each with its own approach to ESG screening and portfolio construction. DSI differentiates itself by tracking the MSCI KLD 400 Social Index, which focuses on companies with positive ESG characteristics.
Who Are DSI's Key Customers?
- Individual investors seeking socially responsible investment options.
- Institutional investors looking to incorporate ESG factors into their portfolios.
- Financial advisors recommending ESG-focused investments to their clients.
Research confidence
Thin evidence — scoring coverage unknown. Treat this as a starting point, not a conclusion.
- ● Scoring coverage unknown
- ● Price is current
- ● No filing on record
- ● No analyst coverage
- ● This is an etf, not an operating company
MoonshotScore History
Recorded daily since 2026-08-23 · 42 snapshots
| 2026-08-23 | 47 |
| 2026-08-31 | 47 |
| 2026-09-08 | 47 |
| 2026-09-16 | 47 |
| 2026-09-24 | 47 |
| 2026-10-04 | 47 |
| 2026-10-05 | 47 |
What changed?
The score has stayed at 47.
Over the same 30 days the stock moved +0.5%.
DSI Financials
Bull Case vs Bear Case
Bull Case
- Strong ESG focus
- Diversified portfolio
- Managed by BlackRock
- Tracks a well-known ESG index
Bear Case
- Higher beta compared to the broader market
- No dividend yield
- Potential for greenwashing
- Dependence on the performance of the MSCI KLD 400 Social Index
AI-generated arguments based on insider flow, news sentiment and technicals — not financial advice · March 2026
DSI Latest News
No recent news available for DSI.
DSI Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations collected by Financial Modeling Prep for DSI.
Price Targets
Wall Street price target analysis for DSI.
DSI MoonshotScore
MoonshotScore is Stock Expert AI's proprietary 0-100 research rating, not a buy or sell recommendation. No MoonshotScore is published for DSI; grades run from A+ (80-100) to F (below 30).
Common Questions About DSI (Financials)
What are the main risks for DSI?
The main risks for DSI include its higher beta compared to the broader market, indicating greater volatility. The absence of a dividend yield may also deter income-seeking investors. Changes in ESG standards and regulations could impact the fund's investment strategy and performance. An economic downturn could negatively affect the performance of the companies in the fund's portfolio.
Disclaimer: This content is for informational purposes only and does not constitute investment advice. Always do your own research and consult a financial advisor.
Official Resources
MoonshotScore is not published for this security.
Data provided for informational purposes only.
- Analyst consensus and valuation metrics are not available at this time.
- The information provided is based on available data and may be subject to change.