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Morningstar

iShares MSCI USA ESG Select ETF SUSA

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SUSA

Will SUSA outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable SUSA’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the SUSA management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of SUSA’s parent organization’s priorities and whether they’re in line with investors’ interests.

A tracking-error-constrained ESG portfolio.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares MSCI USA ESG Select ETF SUSA strives to integrate environmental, social, and governance considerations without deviating too far from its parent index. Still, its ESG focus results in active risk that may not be compensated. The fund earns a Morningstar Medalist Rating of Bronze.

by Lan Anh Tran
Rated on Published on

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Portfolio Holdings SUSA

More SUSA Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

5.48 180.7 Mil
Technology

Microsoft Corp

5.14 169.4 Mil
Technology

Apple Inc

4.02 132.6 Mil
Technology

Alphabet Inc Class A

2.07 68.4 Mil
Communication Services

Coca-Cola Co

1.80 59.4 Mil
Consumer Defensive

Alphabet Inc Class C

1.73 57.1 Mil
Communication Services

The Home Depot Inc

1.63 53.6 Mil
Consumer Cyclical

Eli Lilly and Co

1.47 48.4 Mil
Healthcare

Trane Technologies PLC Class A

1.42 46.7 Mil
Industrials

Ecolab Inc

1.41 46.6 Mil
Basic Materials