EUSB – iShares ESG Advanced Universal USD BdETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the Bloomberg MSCI U.S. Universal Choice ESG Screened Index. The index is a modified market value-weighted index designed to reflect the performance of U.S. dollar-denominated, taxable bonds with favorable ESG ratings while applying extensive screens. The fund generally will invest at least 90% of its assets in the index and in investments that have economic characteristics that are substantially identical to the component securities of the index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents as well as in securities not included in the index. It is non-diversified.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
EUSB	iShares ESG Advanced Universal USD Bond ETF	ETF	Open			Jun 23, 2020	$692.99M	0.120%	—	—	$22.82M

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