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Morningstar

iShares MSCI USASmCp ESGEnh ETF USD Acc CSUSS

Morningstar Medalist Rating
Medalist Rating as of | See iShares Investment Hub

Morningstar’s Analysis CSUSS

Will CSUSS outperform in future?

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

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CSUSS’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CSUSS management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CSUSS’s parent organization’s priorities and whether they’re in line with investors’ interests.

Small-cap portfolio of U.S. equities with a modest ESG tilt.

Director Monika Calay

Monika Calay

Director

Summary

This fund changed its benchmark from the MSCI USA Small Cap Index to the MSCI USA Small Cap ESG Enhanced Focus CTB Index on June 1, 2022. Despite this fund’s benchmark change, we have retained its Morningstar Medalist Rating of Silver.

by Monika Calay
Rated on Published on

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Portfolio Holdings CSUSS

More CSUSS Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 6.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Federal Realty Investment Trust

0.89 14.3 Mil
Real Estate

DT Midstream Inc Ordinary Shares

0.75 12.0 Mil
Energy

EMCOR Group Inc

0.71 11.5 Mil
Industrials

Acuity Brands Inc

0.65 10.5 Mil
Industrials

Sprouts Farmers Market Inc

0.57 9.1 Mil
Consumer Defensive

TechnipFMC PLC

0.55 8.9 Mil
Energy

Harley-Davidson Inc

0.54 8.6 Mil
Consumer Cyclical

Selective Insurance Group Inc

0.52 8.4 Mil
Financial Services

Badger Meter Inc

0.51 8.2 Mil
Technology

Comfort Systems USA Inc

0.51 8.1 Mil
Industrials