Equity

SUSA

iShares MSCI USA ESG Select ETF

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Overview

SUSTAINABLE SCREENS

As part of its investment objective this fund seeks to track an index that applies the following business involvement screens: alcohol, civilian firearms, controversial weapons, conventional weapons, fossil fuel extraction, gambling, nuclear power, nuclear weapons, thermal coal power and tobacco. The business involvement screens are based on revenue or percentage of revenue thresholds for certain categories and categorical exclusions for others. Please read the definition for each screen here.

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Performance

Performance

Growth of Hypothetical $10,000

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Distributions

Record Date Ex-Date Payable Date
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Premium/Discount

  1y 3y 5y 10y Incept.
11.51 19.46 16.19 13.81 9.88
Market Price (%) 11.49 19.50 16.20 13.81 9.88
Benchmark (%) 11.79 19.77 16.55 14.27 10.37
After Tax Pre-Liq. (%) 11.22 19.07 15.79 13.43 9.55
After Tax Post-Liq. (%) 7.03 15.33 13.00 11.51 8.38
  YTD 1m 3m 6m 1y 3y 5y 10y Incept.
-8.61 2.79 -8.61 1.45 11.51 70.48 111.80 264.54 404.56
Market Price (%)