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.

 

SCREEN DEFINITION
Controversial weapons All companies with direct involvement or via an ownership stake of greater than or equal to 25% of companies involved in the core weapon system, or components/services of the core weapon system.
Small arms All companies classified as “Producers” of civilian firearms, military and law enforcement small arms, key components of small arms and deriving annual revenue from retail of small arms.
Tobacco All companies deriving revenue from tobacco sales, directly, or via an ownership stake of 25% or more of producers and greater than or equal to 10% revenue from tobacco-related products & services and retail.
Oil sands and shale energy All companies deriving equal or more than 5% revenue from oil sands and shale energy extraction and/or production.

Thermal coal
All companies deriving equal to or more than 5% revenue from thermal coal production and thermal coal related power generation.
Fossil fuel reserves All companies with specific fossil fuel reserves, as measured by S&P Trucost Limited (Trucost).

Please refer to the respective index methodology document for more information.