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iShares MSCI USA ESG Select ETF SUSA

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.

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.

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Portfolio Holdings SUSA

  • Current Portfolio Date
  • Equity Holdings 183
  • Bond Holdings 0
  • Other Holdings 4
  • % Assets in Top 10 Holdings 25.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector
4.99
195,736,983
Technology
4.98
195,451,576
Technology
3.21
125,949,517
Technology
2.00
78,531,730
Consumer Defensive
1.99
77,928,292
Communication Services
1.88
73,979,218
Consumer Cyclical
1.69
66,336,591
Consumer Cyclical
1.50
58,779,087
Communication Services
1.49
58,672,036
Consumer Defensive
1.47
57,578,669
Technology