KLD

iShares MSCI USA ESG Select ETF
CLOSING PRICECHANGE (%)VOLUME
$103.39-0.23 (-0.23%)4.66K
11:18:00 a.m. (ET) 07/18/2017
BZX EXCHANGE CLOSED
LAST TRADECHANGE (%)
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BID SIZEBID ($)ASK ($)ASK SIZE
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A

85
  • Overview
  • Efficiency
  • Tradability
  • Fit

KLD Fund Description

The iShares MSCI USA ESG Select ETF now trades under the ticker SUSA. You can find the updated report on www.etf.com/susa.

The iShares MSCI USA ESG Select Social Index Fund tracks an index of 250 companies with high environmental, social and governance (ESG) factor scores as calculated by MSCI.

KLD FactSet Analytics Insight

KLD offers socially conscious US total market equity exposure. It holds about 100 MSCI USA companies with the highest ESG ratings, determined by the degree to which they reflect socially conscious values with regard to the environment, society, and corporate governance. It then weights holdings in proportion to their scores. At the same time, the fund caps security weights at 5% and limits sector deviation from the broader MSCI USA index to 3%, ensuring that the fund doesn't deviate wildly from the broader equity market. In all, the fund is a reasonably good Fit to the overall equities market, with a socially conscious bent. KLD's Tradability is adequate if unimpressive. Underlying liquidity is strong, so larger investors should not face major issues with block trades. KLD's fee is rather steep for a total market fund, and true holding costs might be slightly higher as the fund tends to track inconsistently.

  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max
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KLD Top 10 Countries

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KLD Top 10 Sectors

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KLD Top 10 Holdings

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KLD Summary Data

01/24/05
$586.58 M

KLD Portfolio Data

$121.11 B
25.06
3.83
09/26/17
121

KLD Index Data

MSCI USA ESG Select Index
Market Cap
Principles-based

Related ETFs to KLD

DSI, KRMA, WIL, RODI, ETHO
Total Return
  • 1 Month
  • 3 Months
  • YTD
  • 1 Year
  • 3 Years
  • 5 Years
  • Max

KLD Portfolio Management

-0.61%
-0.52%
-0.71%

KLD Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

KLD Fund Structure

No
Yes
70% / 30%
N/A
N/A
Low
Daily
Bats Book Viewer
TOP OF BOOK
SHARES/SIZEPRICE
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LAST 10 TRADES
TIMEPRICESHARES
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Bats BZX Real-time Quote - 23:59:59
Daily Spread
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KLD FactSet Analytics Block Liquidity

5
4
3
2
1

This measurement shows how easy it is to trade a $1 million USD block of 07/17/17. 07/17/17 is rated a KLD out of 5.

KLD Tradability

18,961
13,646
$1.41 M
$0.16
0.03%
0.28% / -0.44%
None
100.00%
50,000
0.27
0.01%
0.04%
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$103.68

KLD Performance Statistics

0.94
0.97
1.00
0.98
0.13%