SUSA
iShares MSCI U.S.A. ESG Select ETFSUSA Fund Description
SUSA tracks an index of 250 companies with high environmental, social and governance (ESG) factor scores as calculated by MSCI.
SUSA Factset Analytics Insight
SUSA offers socially conscious US total market equity exposure. It holds about 100 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. It then weights holdings in proportion to their 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 wildly from the broader equity market. In all, the fund is a reasonably good Fit to the overall equities market, with a socially conscious bent. SUSA's fee is reasonable, but true holding costs might be slightly higher as the fund tends to track inconsistently. 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 MSCI ESG Analytics Insight
The MSCI ESG Fund Quality Score measures the ability of ETF underlying holdings to manage key medium to long-term risks and opportunities arising from environmental, social, and governance factors, as determined by MSCI ESG Research LLC. As of March 18, 2019 the iShares MSCI U.S.A. ESG Select ETF MSCI ESG Fund Quality Score is 8.19 out of 10.
The fund’s Peer Rank reflects the ranking of a fund’s MSCI ESG Fund Quality Score against the scores of other funds within the same peer group, as defined by the Thomson Reuters Lipper Global Classification. SUSA ranks in the 100th percentile within its peer group and in the 100th percentile within the global universe of all funds in MSCI ESG Fund Metrics coverage.
SUSA CHARTS AND PERFORMANCE
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SUSA Top 10 Countries
SUSA Top 10 Sectors
SUSA Top 10 Holdings [View All]
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 Tradability
SUSA Sector/Industry Breakdown
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SUSA TOP 10 HOLDINGS[View All]
SUSA Countries
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SUSA Regions
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SUSA Economic Development
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SUSA Performance Statistics
SUSA MSCI ESG Ratings
SUSA BENCHMARK COMPARISON SUMMARY
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SUSA BENCHMARK COMPARISON MARKET CAP SIZE
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Terms of Use
MSCI ESG Research LLC’s ("MSCI ESG") Fund Metrics products (the "Information") provide environmental, social and governance data with respect to underlying securities within more than 24,000 multi-asset class Mutual Funds and ETFs globally. MSCI ESG is a Registered Investment Adviser under the Investment Advisers Act of 1940. MSCI ESG materials have not been submitted to, nor received approval from, the US SEC or any other regulatory body. None of the Information constitutes an offer to buy or sell, or a promotion or recommendation of, any security, financial instrument or product or trading strategy, nor should it be taken as an indication or guarantee of any future performance, analysis, forecast or prediction. None of the Information can be used to determine which securities to buy or sell or when to buy or sell them. The Information is provided "as is" and the user of the Information assumes the entire risk of any use it may make or permit to be made of the Information.