iShares ESG Aware MSCI USA Small-Cap ETF
Shareclass
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
Type
Exchange-traded fund
Manager
Gender equality score
44
/ 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: 1,891 out of 2,531 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
5/30
Policies promoting gender equality
16/20
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. Etsy Inc0.11% of assets$2.06M invested
- 2. Hasbro Inc0.17% of assets$3.24M invested
- 3. WEX Inc0.24% of assets$4.49M invested
- 4. Lyft Inc Class A0.08% of assets$1.49M invested
- 5. The Chemours Co0.05% of assets$1.02M invested
- 6. Affirm Holdings Inc Ordinary Shares - Class A0.28% of assets$5.19M invested
- 7. Service Corp International0.23% of assets$4.3M invested
- 8. New York Times Co Class A0.17% of assets$3.21M invested
- 9. VF Corp0.2% of assets$3.74M invested
- 10. Alcoa Corp0.2% of assets$3.69M 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. TKO Group Holdings Inc0.18% of assets$3.31M invested
- 2. TG Therapeutics Inc0.05% of assets$976,414 invested
- 3. SpringWorks Therapeutics Inc Ordinary Shares0.05% of assets$1.03M invested
- 4. Servisfirst Bancshares Inc0.05% of assets$934,597 invested
- 5. Axos Financial Inc0.03% of assets$612,515 invested
- 6. FTAI Aviation Ltd0.24% of assets$4.45M invested
- 7. Liberty Broadband Corp Registered Shs Series -A-0.09% of assets$1.69M invested
- 8. Liberty Broadband Corp Registered Shs Series -C-0.08% of assets$1.46M invested
- 9. Chewy Inc0.09% of assets$1.65M invested
- 10. Alarm.com Holdings Inc0.07% of assets$1.26M 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.
Benchmarking tool
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More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco
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