Exchange-traded fund
iShares ESG Aware MSCI USA Small-Cap ETF
TickerESML
Fund manager
Gender equality score
39
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: U.S. Equity Fund
Ranking: 1,915 out of 2,470 funds
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Groups
Categories
Gender balance in leadership and workforce
20/40
Equal compensation and work life balance
3/30
Policies promoting gender equality
15/20
Commitment, transparency, and accountability
0/10
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
iShares ESG Aware MSCI USA Small-Cap ETF ESML
Environment
Social
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Top scoring holdings
The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. PagerDuty Inc0.07% of assets$1M invested
- 2. Halozyme Therapeutics Inc0.15% of assets$2.25M invested
- 3. Lyft Inc Class A0.07% of assets$977,280 invested
- 4. Science Applications International Corp0.09% of assets$1.29M invested
- 5. ShockWave Medical Inc0.17% of assets$2.54M invested
- 6. Sunrun Inc0.13% of assets$1.92M invested
- 7. PVH Corp0.19% of assets$2.71M invested
- 8. Equitrans Midstream Corp0.08% of assets$1.1M invested
- 9. Under Armour Inc A0.06% of assets$814,806 invested
- 10. The Chemours Co0.14% of assets$1.98M invested
Bottom scoring holdings
The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.
- 1. Interactive Brokers Group Inc Class A0.17% of assets$2.47M invested
- 2. Servisfirst Bancshares Inc0.11% of assets$1.61M invested
- 3. QuantumScape Corp Ordinary Shares - Class A0.05% of assets$730,708 invested
- 4. United Bankshares Inc0.12% of assets$1.77M invested
- 5. Karuna Therapeutics Inc0.15% of assets$2.24M invested
- 6. Luminar Technologies Inc Ordinary Shares - Class A0.07% of assets$1.01M invested
- 7. Ncino Inc Ordinary Shares0.05% of assets$699,944 invested
- 8. SpringWorks Therapeutics Inc Ordinary Shares0.06% of assets$812,621 invested
- 9. Select Medical Holdings Corp0.05% of assets$786,362 invested
- 10. Trustmark Corp0.05% of assets$682,756 invested
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Financial performance
Performance data provided by
Find more financial data on ESML at Morningstar.com
Find more financial data on ESML at Morningstar.comGender Equality and Returns
Enlarge
The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.
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