Description: The investment seeks to track the investment results of an index composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. The fund generally invests at least 90% of its assets in securities of the underlying index and in depositary receipts representing securities of the underlying index. It seeks to track the investment results of the MSCI KLD 400 Social Index (the "underlying index"), which is a free float-adjusted market capitalization weighted index designed to provide exposure to U.S. companies that have positive environmental, social and governance (ESG) characteristics.
Home Page: www.ishares.com/us/products/239667/ishares-msci-kld-400-social-etf
DSI Technical AnalysisExchange: NYSE ARCA
Country: US
Currency: US Dollar ($)
Category: Large Blend
| Asset Allocation | |||
|---|---|---|---|
| Asset Class | Long % | Short % | Net Assets |
| Stock US | 97.60 | 0.00 | 97.60 |
| Stock non-US | 2.08 | 0.00 | 2.08 |
| Cash | 0.32 | 0.00 | 0.32 |
| Sector Weights | ||
|---|---|---|
| Sector | Equity % | Relative to Category |
| Technology | 25.65 | 22.70 |
| Financial Services | 14.46 | 14.11 |
| Healthcare | 13.36 | 16.05 |
| Industrials | 10.04 | 10.28 |
| Consumer Cyclicals | 9.82 | 10.02 |
| Consumer Defensive | 9.13 | 7.40 |
| Communication Services | 8.16 | 7.18 |
| Real Estate | 3.71 | 2.41 |
| Basic Materials | 2.66 | 2.71 |
| Energy | 1.95 | 4.39 |
| Utilities | 1.05 | 2.75 |
| World Regions | ||
|---|---|---|
| Region | Equity % | Relative to Category |
| North America | 97.91 | 97.55 |
| United Kingdom | 1.08 | 0.88 |
| Europe Developed | 0.89 | 1.13 |
| Asia Developed | 0.12 | 0.17 |
| Japan | 0.00 | 0.07 |
| Australasia | 0.00 | 0.01 |
| Asia Emerging | 0.00 | 0.09 |
| Latin America | 0.00 | 0.07 |
| Africa/Middle East | 0.00 | 0.03 |