ESML – iShares ESG Aware MSCI USA Small-Cap ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the MSCI USA Small Cap Extended ESG Focus Index. The fund generally will invest at least 90% of its assets in the component securities of the underlying index and may invest up to 10% of its assets in certain futures, options and swap contracts, cash and cash equivalents. The underlying index is an optimized equity index that is designed to produce investment results comparable to the MSCI USA Small Cap Index (the "parent index"), while reflecting a higher allocation than that of the parent index to companies with favorable ESG profiles (as determined by MSCI).

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
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	ETF	Open	—		Apr 10, 2018	—	0.170%	—	—	—
ESML	iShares ESG Aware MSCI USA Small-Cap ETF	ETF	Open			Apr 10, 2018	$2.74B	0.170%	—	—	$408.80M

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