SUSL

iShares ESG MSCI USA Leaders ETF
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*Unless otherwise stated, data provided by FactSet.

SUSL Fund Description

SUSL tracks an index of US large- and midcap firms. The cap-weighted index excludes some industries and selects firms based on high ESG ratings.

SUSL Factset Analytics Insight

SUSL offer ESG-based exposure to large- and midcap US firms but does not explicitly aim for the risk and return traits of its parent index. SUSL starts with the MSCI USA Index (the parent), then removes firms involved with tobacco, alcohol, gambling, nuclear power, certain weapons, and firearms producersand major retailers. Firms passing this screen receive a complex ESG rating. The fund removes firms with lower rankings. Remaining firms are ranked by the ESG score, adjusted for sector and cap weight, then are selected by rank to fill each sector to about 50% of the parent weight. The fund does not optimize to emulate the risk and return of the MSCI USA Index.

SUSL Charts And Performance

Price Chart ($)
Total Return Chart (%)
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Select ETFs to compare their performance:
PERFORMANCE [as of 10/14/19] 1 MONTH 3 MONTHS YTD 1 YEAR 3 YEARS 5 YEARS 10 YEARS
SUSL 0.39% 1.21% -- -- -- -- --
SUSL (NAV) -1.08% -0.32% -- -- -- -- --
S&P 500 Capex Efficiency Index -- -- -- -- -- -- --
MSCI USA IMI -1.43% -1.45% 19.84% 8.61% 13.46% 11.54% 12.75%
All returns over 1 year are annualized. All returns are total returns unless otherwise stated.

SUSL Summary Data

Blackrock
iShares
05/07/19
Open-Ended Fund
0.10%
$1.58B
$117.95K
0.14%

SUSL Portfolio Data

$218.88B
22.43
4.00
--
12/26/19
325

SUSL Index Data

S&P 500 Capex Efficiency Index
Market Cap
Principles-based
MSCI USA IMI

SUSL Portfolio Management

0.10%
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SUSL Tax Exposures

20.00% / 39.60%
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Qualified dividends
No

SUSL Fund Structure

Open-Ended Fund
No
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72% / 29%
N/A
N/A
Low
Daily
Cboe Book Viewer
Top Of Book
Last 10 Trades
Bats BZX Real-time Quote -

SUSL Factset Analytics Block Liquidity

As of 10/15/19
5
4
3
2
1

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

2,121
$117.95K
786
$53.01K
0.14%
$0.07
0.00%
2.71% / -2.80%
None
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50,000
0.02
0.04%
0.00%
0
$51.19
5

SUSL Sector/Industry Breakdown


SUSL
Segment Benchmark
29.52%
25.86%
14.94%
17.10%
13.31%
13.59%
13.06%
13.35%
9.54%
10.51%
8.05%
6.97%
3.86%
4.26%
3.00%
3.45%
2.79%
2.89%
1.94%
2.03%

SUSL Countries


SUSL
Segment Benchmark
100.00%
99.92%
--
0.08%

SUSL Regions


SUSL
Segment Benchmark
100.00%
100.00%

SUSL Economic Development


SUSL
Segment Benchmark
100.00%
100.00%

SUSL Performance Statistics

--
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--
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0.00%
MSCI USA IMI

SUSL Benchmark Comparison Holdings

325
2421
318
44.76%

SUSL Benchmark Comparison Summary


SUSL
Segment Benchmark
325
2421
$218.88B
$203.73B
22.43
23.97
4.00
3.15
1.87%
1.87%
Low
Low

SUSL Benchmark Comparison Market Cap Size


SUSL
Segment Benchmark
93.42%
82.69%
6.58%
12.91%
0.00%
3.96%
0.00%
0.44%