INDEX SCREEN DEFINITIONS FOR iSHARES ENERGY STORAGE & MATERIALS ETF

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 FUND
Caption:

The definition for each screen.
SCREENDEFINITION
Controversial weaponsCompanies that Sustainalytics identifies to be involved with controversial weapons are not eligible. The following weapons are considered controversial: anti-personnel mines, biological and chemical weapons, cluster weapons, depleted uranium, nuclear weapons and white phosphorus weapons. The criteria for involvement are:
  • Internal production or sale of controversial weapons
  • The ultimate holding company owns >10% of voting rights of an involved company
  • >10% of voting rights of a company is owned by the involved company
Small armsCompanies that Sustainalytics identifies to have:
  • >0% revenues from manufacturing and selling assault weapons to civilian customers
  • >0% revenues from manufacturing and selling small arms to military / law enforcement customers
  • >0% revenues from manufacturing and selling key components of small arms
  • >5% revenues from retail and/or distribution of assault weapons
  • >5% revenues from retail and/or distribution of small arms (non-assault weapons)
  • >0% revenues from manufacturing and selling small arms (non-assault weapons) to civilian customers
Oil sandsCompanies that Sustainalytics identifies to have >0% revenues from extracting oil sands. This category evaluates oil sands’ share of total oil and gas average production in barrels of oil equivalent per day.
Thermal coalCompanies that Sustainalytics identifies to have:
  • >5% revenues from thermal coal extraction (including thermal coal mining and exploration)
  • >5% power generation capacity: coal-fired electricity, heat or steam generation capacity / thermal coal electricity production (including utilities that own/operates coal-fired power plants)
TobaccoCompanies that Sustainalytics identifies to have:
  • >0% revenues from manufacturing tobacco products
  • >5% revenues from supplying tobacco-related products/services
  • >5% revenues from the distribution and/or retail sale of tobacco products
Please refer to the index methodology for more information.