SUSL – iShares ESG MSCI USA Leaders ETF – ETF Investment Strategy | Morningstar

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Strategy

The investment seeks to track the investment results of the MSCI USA Extended ESG Leaders 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 a free float-adjusted market capitalization-weighted index designed to reflect the equity performance of U.S. companies that have favorable environmental, social and governance (“ESG”) characteristics. It is non-diversified.

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
SUSL	iShares ESG MSCI USA Leaders ETF	ETF	Open			May 7, 2019	$1.23B	0.100%	—	—	$129.87M

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