XJR – iShares ESG Select Scrn S&P Small-CapETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the S&P SmallCap 600 Sustainability Screened Index composed of small-capitalization U.S. equities while applying screens for company involvement in controversies and controversial business activities. The fund seeks to track the investment results of the underlying index, which measures the performance of the small-capitalization sector of the U.S. equity market while excluding companies involved in controversial business activities and controversies, as determined by S&P Dow Jones Indices LLC.

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
XJR	iShares ESG Select Screened S&P Small-Cap ETF	ETF	Open			Sep 22, 2020	$209.19M	0.120%	—	—	$86.16M

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