Industry Distribution:

1. Information Technology: approx. 25%
2. Healthcare: approx. 15%
3. Financial Services: approx. 14%

TOP 3 Markets:

1. USA: approx. 70%
2. Europe: approx. 15%
3. Asia-Pacific: approx. 10%

The iShares ESG MSCI KLD 400 ETF is an exchange-traded fund focusing on companies with strong Environmental, Social, and Governance (ESG) practices. The fund has a significant investment in Information Technology, reflecting its leading role in the industry. The USA dominates as the main market, which is typical for ETFs with a U.S. focus. Europe and the Asia-Pacific region are also significant markets, albeit with smaller shares.

iShares Trust - iShares ESG MSCI KLD 400 ETF (ARCA:DSI) is an exchange-traded fund (ETF) and not a company that manufactures physical products.

This ETF is managed by iShares, a subsidiary of BlackRock, and invests in a portfolio of companies that meet ESG criteria (Environmental, Social, and Governance). As it is a financial product, there are no production facilities or physical products.

The administration and management of the ETF are carried out by BlackRock, which has offices worldwide, but no specific production sites for ETFs, as they are traded as financial instruments on stock exchanges.

Focus on ESG Criteria: Strong emphasis on Environmental, Social, and Corporate Governance
Diversification: Broad diversification across various sectors
Innovative Products: Introduction of new sustainable investment solutions

The iShares Trust - iShares ESG MSCI KLD 400 ETF follows a growth strategy that is heavily based on ESG criteria (Environmental, Social, and Corporate Governance). This is reflected in the selection of companies that meet high ESG standards.

In addition, the ETF focuses on diversification by investing in a variety of sectors to spread risk and at the same time benefit from different growth opportunities.

Another component of the strategy is the continuous development and introduction of innovative products that meet the increasing demand from investors for sustainable investment opportunities. This is intended to promote both the growth of the fund and the satisfaction of investors.

Current data on specific commodity imports: Not available.

The iShares ESG MSCI KLD 400 ETF (ARCA:DSI) is an exchange-traded fund that focuses on companies that meet high environmental, social, and governance (ESG) standards. As an ETF that invests in a variety of companies, it does not import any commodities or materials itself.

However, the companies included in the ETF may import commodities from various countries depending on their respective industries and business activities. Typical commodities could include metals, sources of energy, or agricultural products imported from countries such as China, Brazil, Australia, or Canada.

For specific information on the commodity imports of individual companies within the ETF, an analysis of their respective company reports would be required.

Fund Size: 6.8 billion USD (2023)
Expense Ratio: 0.25% (2023)
Average Annual Return (5 years): 10.2% (2023)

The iShares ESG MSCI KLD 400 ETF (ARCA:DSI) is an exchange-traded fund focusing on companies that meet high environmental, social, and governance (ESG) standards. The competitive advantage of this ETF lies in its strong brand presence and the growing demand for sustainable investments.

With a fund size of 6.8 billion USD, it is one of the larger ESG ETFs, providing it with a certain level of stability and liquidity. The expense ratio of 0.25% is competitive and attractive to investors seeking cost-effective investment options.

The average annual return of 10.2% over five years demonstrates that the ETF is not only sustainable but also financially appealing. This strengthens its position in the market as investors increasingly seek products that meet both ethical and financial criteria.

Institutional Investor Share: approximately 70% (estimated for 2025 based on historical data)

Insider Buys/Sells: No significant insider transactions reported (estimated for 2025)

The iShares ESG MSCI KLD 400 ETF is a popular fund among institutional investors, reflected in a high institutional investor share of around 70%. This is typical for ETFs that focus on sustainability and ESG criteria, as institutional investors are increasingly paying attention to such criteria.

Insider transactions are less relevant for ETFs like the iShares ESG MSCI KLD 400 ETF, as it is a fund and not a single company. Therefore, there are no significant insider buys or sells to report.

Market share of iShares Trust - iShares ESG MSCI KLD 400 ETF (ARCA:DSI): Estimated around 8% (2025)

Top competitors and their market shares:

1. Vanguard ESG U.S. Stock ETF (ESGV): 12%
2. SPDR S&P 500 ESG ETF (EFIV): 10%
3. Xtrackers MSCI USA ESG Leaders Equity ETF (USSG): 9%
4. iShares ESG Aware MSCI USA ETF (ESGU): 8%
5. Nuveen ESG Large-Cap Growth ETF (NULG): 7%
6. Invesco MSCI USA ESG Universal Screened ETF (ESGU): 6%
7. Fidelity U.S. Sustainability Index Fund (FITLX): 5%
8. Schwab U.S. Large-Cap ESG ETF (SCHG): 4%
9. SPDR S&P 500 Fossil Fuel Reserves Free ETF (SPYX): 3%
10. Goldman Sachs JUST U.S. Large Cap Equity ETF (JUST): 2%

Moat Analysis:

The iShares ESG MSCI KLD 400 ETF has a moderate moat, mainly due to the strong iShares brand and the widespread acceptance of ESG investments. The ETF benefits from comprehensive coverage and the trust that investors place in the iShares brand.

Compared to competitors, the Vanguard ESG U.S. Stock ETF has a stronger moat due to its lower cost structure and the broad diversification that Vanguard offers. SPDR and Xtrackers also offer strong ESG products that stand out for their established brands and specific ESG strategies.

Overall, competition in the ESG ETF market is intense, and while iShares holds a significant market share, the advantage over competitors is not overwhelming. Differentiation mainly occurs through costs, brand trust, and specific ESG strategies.

Fund Size: $4.3 billion (2023)
Number of Holdings: 400+ (2023)
Sustainability Rating: AAA (MSCI ESG Rating, 2023)

The iShares ESG MSCI KLD 400 ETF (ARCA:DSI) is an exchange-traded fund that invests in companies meeting high environmental, social, and governance (ESG) standards. With a fund size of over $4 billion, it offers broad diversification across more than 400 companies, reducing risk for investors.

The ETF has an AAA rating from MSCI, indicating that it invests in companies that are leaders in terms of ESG criteria. This makes it attractive to investors who value sustainable investments.

In addition to ESG criteria, the fund provides access to a variety of industries, enabling a balanced risk distribution. This can be particularly advantageous during volatile market phases.

Overall, the iShares ESG MSCI KLD 400 ETF can be a good investment for investors who prioritize both sustainability and diversification.

Dividend yield: 1.2% (estimated for 2025)
Dividend history: Regular payouts for several years

The iShares ESG MSCI KLD 400 ETF (ARCA:DSI) regularly pays out dividends. The dividend yield is estimated to be around 1.2% for 2025, based on historical payouts and current market trends.

The reliability of the payouts is high, as the ETF invests in companies selected according to ESG criteria and typically generate stable earnings. The ETF's dividend policy has proven to be consistent in the past, indicating continued payouts in the future.