iShares ESG MSCI KLD 400 ETF (DSI)
For informational purposes only. Not financial advice. Analysis by Sedat Aydin, Founder & Editor-in-Chief | AI-powered analysis. Data sourced from SEC filings and institutional-grade financial providers. Editorially reviewed. Not financial advice.
iShares ESG MSCI KLD 400 ETF (DSI) with AI Score 47/100 (Weak). 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. Market cap: 0, Sector: Financial services.
Last analyzed: Mar 18, 2026iShares 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.
Investment Thesis
The iShares ESG MSCI KLD 400 ETF (DSI) presents a compelling investment thesis centered on the increasing investor demand for ESG-focused investments. 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
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.
Competitors & Peers
Strengths
- Strong ESG focus
- Diversified portfolio
- Managed by BlackRock
- Tracks a well-known ESG index
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
Catalysts
- Ongoing: Increasing investor demand for ESG-focused investments.
- Ongoing: Growing regulatory support for sustainable investing.
- Ongoing: Potential for enhanced long-term returns from ESG-focused companies.
Risks
- Potential: Higher beta compared to the broader market.
- Ongoing: No dividend yield, which may deter income-seeking investors.
- Potential: Changes in ESG standards and regulations.
- Potential: Economic downturn.
Growth Opportunities
- Increased ESG Awareness: The growing awareness of environmental, social, and governance issues is driving demand for ESG-focused investments. As more investors seek to align their investments with their values, DSI is well-positioned to attract capital. The market for ESG investments is projected to reach trillions of dollars in the coming years, providing a significant growth opportunity for DSI. Timeline: Ongoing.
- Regulatory Support: Increasing regulatory support for sustainable investing is creating a favorable environment for ESG-focused funds like DSI. Governments and regulatory bodies are implementing policies and incentives to promote ESG investing, which could further drive demand for DSI. Timeline: Ongoing.
- Enhanced Long-Term Returns: Studies have shown that ESG-focused companies may generate enhanced long-term returns due to their sustainable business practices and responsible management. By investing in companies with strong ESG profiles, DSI has the potential to deliver superior financial performance to its investors. Timeline: Ongoing.
- Expansion of ESG Criteria: The expansion of ESG criteria to include a broader range of factors, such as diversity and inclusion, is creating new opportunities for DSI. By incorporating these factors into its ESG screening process, DSI can attract a wider range of investors and further differentiate itself from its competitors. Timeline: Ongoing.
- Partnerships and Collaborations: Forming partnerships and collaborations with other organizations in the ESG space can help DSI expand its reach and enhance its brand recognition. By working with NGOs, research institutions, and other ESG-focused companies, DSI can strengthen its position in the market and attract new investors. Timeline: Ongoing.
Opportunities
- Growing demand for ESG investments
- Increasing regulatory support for sustainable investing
- Expansion of ESG criteria
- Partnerships and collaborations with other ESG organizations
Threats
- Competition from other ESG ETFs
- Changes in ESG standards and regulations
- Economic downturn
- Geopolitical risks
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.
About DSI
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 They Do
- 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.
Business Model
- 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.
Industry Context
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.
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.
Financials
Chart & Info
iShares ESG MSCI KLD 400 ETF (DSI) stock price: Price data unavailable
Latest News
No recent news available for DSI.
Analyst Consensus
Consensus Rating
Aggregated Buy/Hold/Sell recommendations from Benzinga, Yahoo Finance, and Finnhub for DSI.
Price Targets
Wall Street price target analysis for DSI.
MoonshotScore
What does this score mean?
The MoonshotScore rates DSI's growth potential on a scale of 0-100 across multiple factors including innovation, market disruption, financial health, and momentum.
Common Questions About DSI
What does iShares ESG MSCI KLD 400 ETF do?
The iShares ESG MSCI KLD 400 ETF (DSI) aims to replicate the investment results of the MSCI KLD 400 Social Index, which comprises U.S. companies demonstrating positive environmental, social, and governance (ESG) characteristics. By investing in companies with strong ESG profiles, DSI provides investors with a socially responsible investment option. The fund offers exposure to a diversified portfolio of approximately 400 U.S. companies, allowing investors to align their investments with their values. DSI is managed by BlackRock, a global investment management firm, ensuring professional oversight and adherence to the fund's stated objectives.
What do analysts say about DSI stock?
AI analysis is pending for DSI as of 2026-03-18. Generally, analysts consider factors such as the fund's expense ratio, tracking error, and the performance of its underlying index when evaluating ESG ETFs. The increasing demand for ESG investments and the fund's strong ESG focus are also key considerations. Investors should monitor analyst reports and ratings to stay informed about the fund's performance and outlook. However, it is important to note that past performance is not indicative of future results, and investors should conduct their own due diligence before making any investment decisions.
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. Investors should carefully consider these risks before investing in DSI. Furthermore, the potential for 'greenwashing,' where companies are perceived to exaggerate their ESG credentials, poses a risk to the fund's reputation and investment strategy.
How does iShares ESG MSCI KLD 400 ETF adapt to fintech disruption in the asset management industry?
iShares ESG MSCI KLD 400 ETF, managed by BlackRock, adapts to fintech disruption by leveraging BlackRock's technological capabilities. BlackRock utilizes its Aladdin platform for risk management and portfolio analysis, enhancing efficiency and decision-making. The ETF also benefits from the broader trend of digital distribution channels, making it more accessible to a wider range of investors. Furthermore, the fund's focus on ESG factors aligns with the growing demand for socially responsible investing, which is often facilitated by fintech platforms that allow investors to easily screen and select investments based on their values. Continuous innovation in fintech allows for more efficient tracking and reporting of ESG metrics, further enhancing the fund's value proposition.
What regulatory challenges does iShares ESG MSCI KLD 400 ETF face within the financial services sector?
iShares ESG MSCI KLD 400 ETF faces regulatory challenges common to the financial services sector, including compliance with securities laws and regulations related to investment management. The fund must adhere to regulations set forth by the Securities and Exchange Commission (SEC) and other regulatory bodies. Additionally, the increasing focus on ESG investing has led to greater scrutiny of ESG claims, requiring the fund to ensure the accuracy and transparency of its ESG disclosures. Changes in regulations related to ESG investing could also impact the fund's investment strategy and compliance costs. Furthermore, the fund must navigate potential conflicts of interest and ensure that its investment decisions are aligned with the best interests of its investors.
What are the key factors to evaluate for DSI?
iShares ESG MSCI KLD 400 ETF (DSI) currently holds an AI score of 47/100, indicating low score. Key strength: Strong ESG focus. Primary risk to monitor: Potential: Higher beta compared to the broader market.. This is not financial advice.
How frequently does DSI data refresh on this page?
DSI prices update in real time during U.S. market hours (9:30 AM-4:00 PM ET, weekdays). Fundamentals refresh after quarterly or annual filings. Analyst ratings and AI insights update daily. News is aggregated continuously from financial sources.
What has driven DSI's recent stock price performance?
Recent price movement in iShares ESG MSCI KLD 400 ETF (DSI) can be influenced by earnings results, analyst revisions, sector rotation, and broader market sentiment. Notable catalyst: Strong ESG focus. Check the News and Technical Analysis tabs for the latest drivers. Past performance does not predict future results.
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
Data provided for informational purposes only.
- AI analysis pending for DSI as of 2026-03-18. 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.