XVV
iShares ESG Screened S&P 500 ETFXVV Fund Description
XVV tracks a market-cap weighted index of US large-caps caps screened for sustainability and excluding those with exposure to certain controversial business activities.
XVV Factset Analytics Insight
XVV launched as perhaps an indication of changing times. Twenty years after the launch of their flagship core equity funds, iShares is providing an ESG screen to the same indexes. XVV starts with the S&P 500 and screens out companies over a certain threshold level of involvement in tobacco, controversial weapons, and involvement with fossil-fuels. Companies are evaluated based on their involvement in certain controversial business activities. Excluded are those holding reserves of coal, oil, natural gas or shale, and companies deemed non-compliant with the United Nations’ Global Compact. Companies are also evaluated for governance controversies, such as economic crime, corruption, fraud, human rights abuses, labor disputes, workplace safety, catastrophic accidents and environmental disasters. Those flagged on any of these issues, they may be removed from the index, and remain ineligible for reentry for up to one year. Exclusions are reviewed at each quarterly rebalance.
XVV Summary Data
XVV Portfolio Data
XVV Index Data
XVV Portfolio Management
XVV Tax Exposures
XVV Fund Structure
XVV Factset Analytics Block Liquidity
This measurement shows how easy it is to trade a $1 million USD block of XVV. XVV is rated a 5 out of 5.
XVV Tradability
XVV Sector/Industry Breakdown
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XVV Top 10 Holdings[View All]
XVV Countries
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XVV Regions
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XVV Economic Development
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XVV Performance Statistics
XVV Benchmark Comparison Summary
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XVV Benchmark Comparison Market Cap Size
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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.