iShares ESG MSCI KLD 400 ETF (DSI) — ETF Analysis on Winston

Key Facts

• Issuer: IShares
• Category: Equity
• Asset Class: Equity
• Price: $146.62
• Expense Ratio: 25.00%
• Assets Under Management: $5.2B
• Number of Holdings: 402
• Inception Date: 2006-11-14
• Currency: USD

Winston Score

iShares ESG MSCI KLD 400 ETF has a Winston Score of 81 out of 100.

Performance

• 1-Year Return: 20.65%
• 3-Year Return: 75.76%
• 5-Year Return: 68.57%

Top Holdings

NVIDIA CORP (N/A%), MICROSOFT CORP (N/A%), ALPHABET INC CLASS A (N/A%), ALPHABET INC CLASS C (N/A%), TESLA INC (N/A%)

Sector Breakdown

Basic Materials (N/A%), Communication Services (N/A%), Consumer Cyclical (N/A%), Consumer Defensive (N/A%), Energy (N/A%)