SUSL iShares ESG MSCI USA Leaders ETF
What is SUSL?
SUSL tracks an index of US large- and mid-cap firms with the highest ESG ratings, weighted by market-cap within each sector buckets.
SUSL Factset Analytics Insight
SUSL offers exposure to large- and mid-cap US firms with favorable ESG traits relative to their sectors. Its underlying index starts its selection with the MSCI USA Index (parent index), and it then removes firms involved with major business controversies as well as companies engaged in tobacco, alcohol, gambling, nuclear power and certain weapons. As the ‘extended’ version of the MSCI ESG Leaders Index, the fund further excludes producers and major retailers of firearms. Firms passing this screen are assigned with an ESG score with adjustments for sector and cap weight. The fund removes firms with lower rankings. At triannual rebalance, the fund selects about half the available market cap in each sector, emphasizing higher ESG ratings and larger firms. Beyond the sector alignment, SUSL does not attempt to outdo the risk and return of the parent Index.
SUSL Summary Data
Peers
Fund Flows
SUSL Portfolio Data
SUSL Index Data
SUSL Portfolio Management
SUSL Tax Exposures
SUSL Fund Structure
Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of SUSL. SUSL is rated a 5 out of 5.
SUSL Tradability
SUSL Sector/Industry Breakdown
Benchmark
SUSL Top 10 Holdings
SUSL Performance Statistics
SUSL Countries
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SUSL Regions
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SUSL Economic Development
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SUSL Benchmark Comparison Summary
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SUSL 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.