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
41
/ 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: 1,922 out of 2,516 funds
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Groups
Categories
Gender balance in leadership and workforce
21/40
Equal compensation and work life balance
4/30
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. Lyft Inc Class A0.08% of assets$1.14M invested
- 2. PagerDuty Inc0.07% of assets$917,855 invested
- 3. Sprout Social Inc Class A0.07% of assets$943,000 invested
- 4. Service Corp International0.26% of assets$3.68M invested
- 5. Upwork Inc0.07% of assets$992,966 invested
- 6. Organon & Co Ordinary Shares0.13% of assets$1.77M invested
- 7. ShockWave Medical Inc0.21% of assets$2.91M invested
- 8. Sunrun Inc0.1% of assets$1.44M invested
- 9. National Instruments Corp0.21% of assets$2.91M invested
- 10. PVH Corp0.19% of assets$2.64M 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. Servisfirst Bancshares Inc0.06% of assets$835,668 invested
- 2. QuantumScape Corp Ordinary Shares - Class A0.05% of assets$706,889 invested
- 3. Carvana Co Class A0.1% of assets$1.37M invested
- 4. Karuna Therapeutics Inc0.16% of assets$2.28M invested
- 5. Renasant Corp0.07% of assets$916,627 invested
- 6. Luminar Technologies Inc Ordinary Shares - Class A0.05% of assets$677,975 invested
- 7. FTAI Aviation Ltd0.05% of assets$749,918 invested
- 8. SpringWorks Therapeutics Inc Ordinary Shares0.05% of assets$695,454 invested
- 9. Interactive Brokers Group Inc Class A0.19% of assets$2.71M invested
- 10. Matador Resources Co0.06% of assets$907,161 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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