DSI stock forecast, quote, news & analysis

Key Takeaways

• The iShares MSCI KLD 400 Social ETF (DSI) tracks the MSCI KLD 400 Social Index, providing exposure to roughly 400 U.S. large-cap companies screened for positive environmental, social, and governance (ESG) characteristics.
• DSI is a passively managed, market-capitalization-weighted fund with a competitive 0.25% net expense ratio and approximately $5.5 billion in assets under management (AUM).
• Portfolio exposure is heavily weighted toward the technology sector (about 45%), with NVIDIA and Microsoft ranking as the fund's two largest holdings.
• Over the trailing month the fund has been roughly flat to slightly lower, while its trailing-quarter performance has been modestly positive, reflecting range-bound large-cap trading.
• The principal drivers remain artificial intelligence (AI) capital spending, interest-rate expectations, and the concentration of mega-cap technology leadership.
• Investors can review detailed Price Targets and Forecast pages for additional analysis of DSI's technical and predictive signals.
• Explore Trending AI Robots to discover automated trading strategies built on AI-driven market signals.

iShares MSCI KLD 400 Social ETF (DSI) Overview

DSI is a U.S. large-cap equity exchange-traded fund (ETF) that seeks to track the investment results of the MSCI KLD 400 Social Index. The underlying index is a free float-adjusted, market-capitalization-weighted benchmark of U.S. companies drawn from the MSCI USA IMI Index that exhibit positive ESG characteristics relative to their industry peers. The fund generally invests at least 90% of its assets in the securities of the index.

The portfolio holds approximately 400 stocks and is passively managed, meaning it does not seek to outperform through active security selection. The fund charges a net expense ratio of 0.25%. Its largest positions include NVIDIA, Microsoft, Alphabet (Class A and Class C shares), Tesla, Advanced Micro Devices, Visa, Mastercard, AbbVie, and Cisco.

Sector allocation is led by technology at approximately 45%, followed by communication services (roughly 11%), financials (about 10%), healthcare (about 8%), and industrials (about 8%). This heavy technology weighting means the fund's returns are closely tied to the fortunes of a relatively small number of mega-cap growth companies, even as its ESG mandate broadens the underlying basket beyond a pure tech index.

Industry and Thematic Landscape

DSI operates at the intersection of two long-running investment themes: sustainable investing and large-cap U.S. technology leadership. The ESG-screening methodology tilts the portfolio away from sectors such as fossil-fuel extraction, tobacco, and civilian firearms, while retaining broad exposure to information technology, communication services, and financials.

The broader market environment has been shaped by monetary policy expectations, inflation trends, and the durability of AI-driven capital expenditure. Large-cap technology earnings have been a key swing factor for indices dominated by a handful of mega-cap names. Within this backdrop, DSI's ESG overlay has a limited effect on near-term price action relative to the simple fact that its largest holdings are also the most heavily traded stocks in the U.S. market.

Performance and Positioning Snapshot

Over the trailing 30 days, DSI has been essentially flat to modestly lower, with the fund's price easing by a low single-digit percentage from its level roughly one month earlier. The trailing-quarter picture is slightly firmer, with a small positive move reflecting a market that climbed into early October before consolidating.

This pattern is consistent with range-bound, index-like behavior rather than a sharp directional trend. The fund's concentration in mega-cap technology means its recent trading has largely mirrored the performance of NVIDIA, Microsoft, and Alphabet, which together represent a substantial share of assets. Periods of strength in these names have lifted the fund, while profit-taking and shifting rate expectations have contributed to pullbacks.

AI Screener

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2026 Outlook and Key Factors to Monitor

Several structural factors are likely to shape DSI's trajectory over the remainder of 2026. Interest-rate expectations and inflation data will remain central, given the fund's tilt toward higher-multiple growth equities. The earnings cycle of mega-cap technology holdings—particularly around AI infrastructure spending and cloud demand—will be a primary driver of both index-level returns and sector rotation.

Investors should also watch regulatory developments affecting large technology platforms, shifts in capital flows toward or away from ESG strategies, and any changes in the fund's underlying index composition. Because DSI is market-cap weighted, its performance will continue to be dominated by its largest constituents, making diversification within the fund more limited than the headline holding count might suggest. As always, these are themes to monitor rather than predictors of future returns.

The information on this webpage is provided for general informational and educational purposes only and is not intended as investment advice, a recommendation to purchase or sell any security, or an offer or solicitation related to investments. It does not consider your personal financial situation, goals, or risk profile, and all investing carries inherent risks, including the possibility of losing your entire investment. For more details, please review our full disclaimer.

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