INDEX SCREEN DEFINITIONS FOR THE ESG SCREENED SUITE

Many of our iShares sustainable ETFs seek to track an index with business involvement screens. Business involvement screens seek to remove exposure to controversial business activities that may pose risks or violate an investor’s preferences. Learn more about the specific screens below.

RELATED iSHARES FUNDS

Caption:

The definition for each screen.

SCREENDEFINITION
Controversial weaponsCompanies deriving any revenue from the manufacturing weapon components, or those with significant ownership (≥25%) in such companies. These components are intended solely for use in the production and are essential for the functioning of Anti-Personnel Mines, Biological and Chemical Weapons, Blinding Laser Weapons, Cluster Munitions, Depleted Uranium, Incendiary Weapons and Nuclear Weapons.

Companies deriving any revenue from the supply of products and/or services or those with significant ownership (≥25%) in such companies. This includes stockpiling and transferring, and sales for Anti-Personnel Mines, Biological and Chemical Weapons, Blinding Laser Weapons, Cluster Munitions, Depleted Uranium, Incendiary Weapons and Nuclear Weapons.
Small armsCompanies deriving any revenue from at least one of the following activities: manufacturing of small arms weapons for civilian and/or non-civilian use; manufacturing of key components for assault weapons; retail or distribution of small arms weapons for civilian customers.
TobaccoCompanies deriving any revenue from the manufacturing of tobacco or those with significant ownership (≥25%) in such companies. Companies deriving ≥10% revenue from supplying essential products/services to the tobacco industry. Companies deriving ≥10% revenue from the retail and/or distribution of tobacco as part of their offerings.
Oil sands/tar sandsCompanies deriving ≥5% revenue from the extraction and/or production of fossil fuels from oil sands/tar sands.
Shale oil and gasCompanies deriving ≥5% revenue from the extraction and/or production of shale oil and gas.
Thermal coalCompanies deriving ≥5% revenue from ownership or operation of coal mines that engage in thermal coal mining. Companies deriving ≥5% revenue from the electricity generation using coal power plants.
Fossil fuel reservesAll companies with specific fossil fuel reserves, as measured by S&P Trucost Limited (Trucost) including Thermal Coal, ‘Other’ (non-Metallurgical) Coal, Conventional and Unconventional Oil, Natural Gas, Shale Gas, ‘Other’ Oil and Gas.