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SUSA

iShares MSCI USA ESG Select ETF

Overview

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Performance

Performance

  • Returns

  1y 3y 5y 10y Incept.
16.10 16.70 12.68 10.70 8.27
Market Price (%) Market price return represents changes to the midpoint price and accounts for distributions from the fund. The midpoint is the average of the bid-ask prices at 4:00 PM ET (when NAV is normally determined for most funds). 16.20 16.75 12.70 10.54 8.27
Benchmark (%) Index: MSCI USA Extended ESG Select Index. On 6/1/2018 SUSA began to track the MSCI USA Extended ESG Select Index. Historical Index data prior to 6/1/2018 is for the MSCI USA ESG Select Index; Index data on and after 6/1/2018 is MSCI USA Extended ESG Select Index. 16.56 17.27 13.23 11.24 8.80
After Tax Pre-Liq. (%) Return after taxes on distributions. Assumes fund shares have not been sold. 15.68 16.27 12.29 10.36 7.96
After Tax Post-Liq. (%) Return after taxes on distributions and sale of fund shares. 9.80 13.10 10.08 8.80 6.84
  YTD 1m 3m 6m 1y 3y 5y 10y Incept.
8.91 0.81 6.51 8.98 16.10 58.95 81.67 176.34 196.58
Market Price (%) Market price return represents changes to the midpoint price and accounts for distributions from the fund. The midpoint is the average of the bid-ask prices at 4:00 PM ET (when NAV is normally determined for most funds). 8.90 0.92 6.60 9.15 16.20 59.15 81.78 172.39 196.82
Benchmark (%) Index: MSCI USA Extended ESG Select Index. On 6/1/2018 SUSA began to track the MSCI USA Extended ESG Select Index. Historical Index data prior to 6/1/2018 is for the MSCI USA ESG Select Index; Index data on and after 6/1/2018 is MSCI USA Extended ESG Select Index. 9.19 0.83 6.59 9.12 16.56 61.27 86.14 190.19 217.30
After Tax Pre-Liq. (%) Return after taxes on distributions. Assumes fund shares have not been sold. 8.62 0.72 6.41 8.77 15.68 57.20 78.54 167.95 185.33
After Tax Post-Liq. (%) Return after taxes on distributions and sale of fund shares. 5.46 0.55 3.93 5.46 9.80 44.66 61.63 132.43 147.17
The performance quoted represents past performance and does not guarantee future results. Investment return and principal value of an investment will fluctuate so that an investor's shares, when sold or redeemed, may be worth more or less than the original cost. Current performance may be lower or higher than the performance quoted.

Growth of Hypothetical $10,000 The growth of hypothetical $10,000 chart reflects a hypothetical $10,000 investment and assumes reinvestment of dividends and capital gains. Fund expenses, including management fees and other expenses were deducted.

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Distributions

Ex-Date Total Distribution Income
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Premium/Discount

iShares Impact Report
Access this fund’s sustainability metrics through the iShares impact report
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Key Facts

Key Facts

Net Assets as of Nov 12, 2018 $800,056,331
Inception Date Jan 24, 2005
Exchange NYSE Arca
Asset Class Equity
Bloomberg Index Ticker GU719470
Shares Outstanding as of Nov 12, 2018 7,150,000
CUSIP 464288802
Closing Price as of Nov 12, 2018 111.87
Options Available No

Portfolio Characteristics

Portfolio Characteristics

This information must be preceded or accompanied by a current prospectus. For standardized performance, please see the Performance section above.

Sustainability Characteristics

Sustainability Characteristics

ESG metrics help investors evaluate companies based on environmental, social, and governance risks and opportunities — and the companies’ ability to manage them. They can help investors integrate material, non-financial information into their investment process. Learn more.

MSCI ESG % Coverage Percent by weight of a fund's holdings that have ESG Data. as of Nov 01, 2018 99.15%
Fund Lipper Global Classification The fund peer group as defined by the Lipper Global Classification. as of Nov 01, 2018 Equity US

All data is from MSCI Fund Metrics as of November 1, 2018, based on holdings as of August 31, 2018. For newly launched funds, sustainability characteristics are typically available 2-3 months after launch.

To be included in MSCI Fund Metrics, 65% of the fund’s gross weight must come from securities covered by MSCI ESG Research, the fund’s holdings date must be less than one year old, and the fund must have at least ten securities.

Holdings

Holdings

Ticker Name Sector Shares Market Value Weight (%) Price Exchange Notional Value
Ticker Name Asset Class Weight (%) Price Shares Market Value Notional Value Sector SEDOL ISIN Exchange
Holdings are subject to change.

Exposure Breakdowns

Exposure Breakdowns