The index tracked by iShares MSCI USA SRI ETF underwent methodology changes in June 2025 to comply with updated European Securities and Markets Authority regulations. These changes primarily reduced energy exposure to zero, increasing the fund’s sustainability bets, but do not materially alter our overall view of the strategy.
iShares MSCI USA SRI UCITS ETF USD (Acc) SUAS
Morningstar’s Analysis SUAS
Will SUAS outperform in the 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 41.7
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
NVIDIA Corp | 11.52 | 487M | Technology |
Palo Alto Networks Inc | 4.00 | 169M | Technology |
Lam Research Corp | 3.87 | 164M | Technology |
Applied Materials Inc | 3.82 | 162M | Technology |
Visa Inc Class A | 3.70 | 157M | Financial Services |
Tesla Inc | 3.41 | 144M | Consumer Cyclical |
The Walt Disney Co | 3.17 | 134M | Communication Services |
Verizon Communications Inc | 3.07 | 130M | Communication Services |
Marvell Technology Inc | 2.91 | 123M | Technology |
Coca-Cola Co | 2.26 | 96M | Consumer Defensive |