Key stats
About iShares MSCI USA ESG Select ETF
Expense ratio
0.25%
Home page
Inception date
Jan 24, 2005
SUSA offers socially conscious exposure to US large- and midcap equities. It holds 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. As such, companies with tobacco and civilian firearms involvement as well as those with low MSCI ESG controversies score are excluded from the index. SUSA weights its holdings in proportion to their ESG 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 far from the equity market. Index constituents are reviewed on a quarterly basis. The fund traded under the ticker KLD until July 2017. Prior to June 1, 2018, the fund tracked the MSCI USA ESG Select Index.
Classification
Returns
| 1 month | 3 months | Year to date | 1 year | 3 years | 5 years | |
|---|---|---|---|---|---|---|
| Price performance | — | — | — | — | — | — |
| NAV total return | — | — | — | — | — | — |
What's in the fund
Exposure type
Technology Services
Electronic Technology
Stocks99.80%
Technology Services22.90%
Electronic Technology18.16%
Finance9.24%
Health Technology8.63%
Producer Manufacturing7.68%
Consumer Non-Durables7.49%
Retail Trade4.82%
Industrial Services3.36%
Commercial Services3.17%
Consumer Durables2.35%
Process Industries2.25%
Health Services2.05%
Utilities1.56%
Non-Energy Minerals1.48%
Distribution Services1.41%
Transportation1.34%
Consumer Services1.14%
Communications0.51%
Energy Minerals0.27%
Bonds, Cash & Other0.20%
Mutual fund0.19%
Cash0.01%
Stock breakdown by region
North America100.00%
Latin America0.00%
Europe0.00%
Asia0.00%
Africa0.00%
Middle East0.00%
Oceania0.00%
Top 10 holdings
Dividends
Dividend payout history