iShares MSCI USA ESG Select
(NYSE ARCA: KLD)
AdChoices
81.65
+0.76
+0.94%
:

Open

81.12

Net Assets

263.45M

Day's Range

80.91-81.67

52 week range

72.82-84.12

Category

Large Blend

Vol (3-Month Avg.)

9.15k

Yield

1.27%

Morningstar Risk

Average

AdChoices
Performance
Returns %
Key statistics
  • Composition
  • Performance
  • Top Holdings
  • Key Statistics
Composition
Top Equity Sector Holding
Equity Investment Style
The two dimensions of the Fund Style box measure the average size of companies that have been in the ETF, from the top to bottom, and the average valuation characteristics of the ETF's past stock holdings, from left to right.

PERFORMANCE

  • Total Return %

  • 1 Day

  • 1 Week

  • 1 Month

  • 3 Months

  • 1 Year

  • 3 Years

  • 5 Years

    • KLD

    • 0.84

    • 3.76

    • -1.73

    • -1.64

    • 12.81

    • 15.54

    • 13.33

    • Category(Large Blend)

    • 0.65

    • 3.70

    • -1.65

    • -1.12

    • 12.14

    • 17.67

    • 14.60

    • Rank in Category

    • 14

    • 64

    • 63

    • 74

    • 56

    • 87

    • 91

    MORNINGSTAR RATING

    • Years

    • Return

    • Risk

    • Rating

      • 3 Years

      • Average

      • Average

      • ★★★
      • 5 Years

      • Average

      • Average

      • ★★★
      • 10 Years

      • -

      • -

      • -

      • Overall

      • Average

      • Average

      • ★★★

      TOP HOLDINGS

      • Name

      • % Portfolio Weight

      • Shares Held

      • Change

        • NextEra Energy Inc

        • 3.94

        • 110,710

        • 0

        • Apple Inc

        • 3.44

        • 90,164

        • 0

        • Microsoft Corp

        • 3.40

        • 207,875

        • 0

        • Marsh & McLennan Companies Inc

        • 3.12

        • 167,721

        • 0

        • 3M Co

        • 3.07

        • 58,166

        • 0

        • American Express Co

        • 3.06

        • 98,284

        • 0

        • Northern Trust Corp

        • 2.88

        • 125,814

        • 0

        • Henry Schein Inc

        • 2.71

        • 63,915

        • 0

        • ACE Ltd

        • 2.69

        • 70,153

        • 0

        • Sigma-Aldrich Corp

        • 2.66

        • 54,124

        • 0

        CATEGORY

        • Name

        • KLD

        • Category

          • Avg. Market Cap USD (M)

          • 35,685.96

          • 97,703.18

          • Expense Ratio

          • 0.50%

          • 0.37%

          • Net Assets

          • 263.45M

          • 5.09B

          • Price/Prospective Earnings

          • 17.94

          • 16.24

          • Price/Book

          • 2.91

          • 2.51

          • Price/Sales

          • 1.99

          • 1.86

          • Price/Cash Flow

          • 11.80

          • 5.67

          • Dividend Yield

          • 2.07%

          • 2.07

          Profile

          Name of Issuer

          iShares

          Expenses

          0.50%

          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. The underlying index is an optimized index designed to measure the equity performance of U.S. companies that have positive environmental, social and governance ("ESG") characteristics, while exhibiting risk and return characteristics similar to the MSCI USA Index.

          Inception

          1/24/2005