iShares ESG Optimized MSCI USA ETF SUSA

Medalist Rating as of | See iShares Investment Hub

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.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings SUSA

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 32.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.57 311M
Technology

Apple Inc

6.71 276M
Technology

Microsoft Corp

4.54 186M
Technology

Alphabet Inc Class C

3.22 132M
Communication Services

Broadcom Inc

2.59 106M
Technology

Alphabet Inc Class A

1.77 73M
Communication Services

Micron Technology Inc

1.72 71M
Technology

Advanced Micro Devices Inc

1.69 70M
Technology

Tesla Inc

1.63 67M
Consumer Cyclical

Eli Lilly and Co

1.40 58M
Healthcare

Sponsor Center