SUSAiShares MSCI USA ESG Select ETF
SUSA Fund Description
SUSA tracks an index of US companies with high environmental, social and governance (ESG) factor scores as calculated by MSCI.
SUSA Factset Analytics Insight
SUSA offers socially conscious exposure to US large- and midcap equities. It holds MSCI USA companies with the highest ESG ratings, determined by the degree to which they reflect socially conscious values with regard to the environment, society, and corporate governance. As such, companies with tobacco and civilian firearms involvement as well as those with low MSCI ESG controversies score are excluded from the index. SUSA weights its holdings in proportion to their ESG scores. At the same time, the fund caps security weights at 5% and limits sector deviation from the broader MSCI USA index to 3%, ensuring that the fund doesn't deviate far from the equity market. Index constituents are reviewed on a quarterly basis. The fund traded under the ticker KLD until July 2017. Prior to June 1, 2018, the fund tracked the MSCI USA ESG Select Index.
SUSA Summary Data
SUSA Portfolio Data
SUSA Index Data
SUSA Portfolio Management
SUSA Tax Exposures
SUSA Fund Structure
SUSA Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SUSA. SUSA is rated a 5 out of 5.
SUSA Sector/Industry Breakdown
SUSA Economic Development
SUSA Performance Statistics
SUSA Benchmark Comparison Summary
SUSA Benchmark Comparison Market Cap Size