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iShares ESG MSCI USA Leaders ETF SUSL

Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis SUSL

Will SUSL outperform in future?

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

A broad-market portfolio for socially conscious investors.

Analyst Lan Anh Tran

Lan Anh Tran

Analyst

Summary

IShares ESG MSCI USA Leaders ETF SUSL balances the benefits of a broad-market index strategy while emphasizing leaders in environmental, social, and governance practices. Its ESG focus can lead to significant active risk that might not be rewarded, which limits the fund’s Morningstar Analyst Rating to Silver.

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Portfolio Holdings SUSL

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 39.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

12.59 141.0 Mil
Technology

NVIDIA Corp

7.39 82.8 Mil
Technology

Alphabet Inc Class A

3.75 42.0 Mil
Communication Services

Alphabet Inc Class C

3.33 37.3 Mil
Communication Services

Eli Lilly and Co

2.67 29.9 Mil
Healthcare

Tesla Inc

2.47 27.6 Mil
Consumer Cyclical

Visa Inc Class A

1.97 22.1 Mil
Financial Services

Mastercard Inc Class A

1.71 19.2 Mil
Financial Services

Johnson & Johnson

1.69 19.0 Mil
Healthcare

Procter & Gamble Co

1.68 18.8 Mil
Consumer Defensive