iShares ESG Optimized MSCI USA ETF SUSA

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Morningstar’s Analysis SUSA

Will SUSA outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

A tracking-error-constrained ESG portfolio.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares MSCI USA ESG Select ETF balances broad market representation with environmental, social, and governance considerations, incurring some active risk along the way.

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Portfolio Holdings SUSA

  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.13 291M
Technology

Apple Inc

6.82 279M
Technology

Microsoft Corp

4.65 190M
Technology

Alphabet Inc Class C

2.95 120M
Communication Services

Broadcom Inc

2.38 97M
Technology

Tesla Inc

1.71 70M
Consumer Cyclical

Alphabet Inc Class A

1.62 66M
Communication Services

Eli Lilly and Co

1.54 63M
Healthcare

Micron Technology Inc

1.51 62M
Technology

Advanced Micro Devices Inc

1.46 60M
Technology

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