ESGU – iShares ESG Aware MSCI USA ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the MSCI USA 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 designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance ("ESG") characteristics, while exhibiting risk and return characteristics similar to those of the MSCI USA Index (the "parent index").

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
ESGU	iShares ESG Aware MSCI USA ETF	ETF	Open			Dec 1, 2016	$18.07B	0.150%	—	—	$584.90M
ESGU	iShares ESG Aware MSCI USA ETF	ETF	Open	—		Dec 1, 2016	—	0.150%	—	—	—

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