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.
iShares MSCI USA ESG Select ETF SUSA
Morningstar’s Analysis SUSA
Will SUSA outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.8
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
NVIDIA Corp | 5.13 | 171.3 Mil | Technology |
Microsoft Corp | 5.04 | 168.3 Mil | Technology |
Apple Inc | 4.00 | 133.4 Mil | Technology |
Alphabet Inc Class A | 2.10 | 70.0 Mil | Communication Services |
Coca-Cola Co | 1.87 | 62.5 Mil | Consumer Defensive |
Alphabet Inc Class C | 1.76 | 58.6 Mil | Communication Services |
The Home Depot Inc | 1.61 | 53.7 Mil | Consumer Cyclical |
Trane Technologies PLC Class A | 1.42 | 47.3 Mil | Industrials |
Kellanova Co | 1.41 | 47.2 Mil | Consumer Defensive |
Eli Lilly and Co | 1.41 | 47.2 Mil | Healthcare |