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 32.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

7.59 307M
Technology

Apple Inc

6.65 269M
Technology

Microsoft Corp

4.51 182M
Technology

Alphabet Inc Class C

3.22 130M
Communication Services

Broadcom Inc

2.56 103M
Technology

Micron Technology Inc

1.79 72M
Technology

Alphabet Inc Class A

1.78 72M
Communication Services

Advanced Micro Devices Inc

1.69 68M
Technology

Tesla Inc

1.56 63M
Consumer Cyclical

Eli Lilly and Co

1.40 57M
Healthcare

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