iShares ESG Optimized MSCI USA ETF SUSA

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Morningstar’s Analysis SUSA

Will SUSA outperform in the future?

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

A tracking-error-constrained ESG portfolio.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares MSCI USA ESG Select ETF balances broad market representation with environmental, social, and governance considerations, incurring some active risk along the way.

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Portfolio Holdings SUSA

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 33.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.43 298M
Technology

Apple Inc

7.22 289M
Technology

Microsoft Corp

4.12 165M
Technology

Alphabet Inc Class C

3.32 133M
Communication Services

Broadcom Inc

2.60 104M
Technology

Alphabet Inc Class A

2.53 101M
Communication Services

Tesla Inc

1.66 67M
Consumer Cyclical

Eli Lilly and Co

1.45 58M
Healthcare

Micron Technology Inc

1.43 57M
Technology

The Hartford Insurance Group Inc

1.40 56M
Financial Services

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