XVV – iShares ESG Select Screened S&P 500 ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of an index composed of large-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 S&P 500 Sustainability Screened Index, which measures the performance of the large-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. BFA uses a representative sampling indexing strategy to manage the fund. It is non-diversified.

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
XVV	iShares ESG Select Screened S&P 500 ETF	ETF	Open	—		Sep 22, 2020	—	0.080%	—	—	—
XVV	iShares ESG Select Screened S&P 500 ETF	ETF	Open			Sep 22, 2020	$684.56M	0.080%	—	—	$123.20M

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