iShares ESG Select Screened S&P Small-Cap ETF
Shareclass
iShares ESG Select Scrn S&P Small-CapETF (XJR)
Type
Exchange-traded 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: 2,334 out of 2,554 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
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 Select Screened S&P Small-Cap ETF XJR
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 Inc0.46% of assets$446,512 invested
- 2. Hillenbrand Inc0.15% of assets$142,498 invested
- 3. AMN Healthcare Services Inc0.08% of assets$78,394 invested
- 4. Organon & Co Ordinary Shares0.33% of assets$322,875 invested
- 5. Evertec Inc0.2% of assets$196,903 invested
- 6. Insight Enterprises Inc0.36% of assets$344,977 invested
- 7. Robert Half Inc0.48% of assets$460,566 invested
- 8. Pathward Financial Inc0.15% of assets$146,265 invested
- 9. LiveRamp Holdings Inc0.15% of assets$144,502 invested
- 10. Sunrun Inc0.11% of assets$110,701 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. TG Therapeutics Inc0.46% of assets$442,641 invested
- 2. Trustmark Corp0.18% of assets$177,175 invested
- 3. Servisfirst Bancshares Inc0.36% of assets$346,500 invested
- 4. Supernus Pharmaceuticals Inc0.16% of assets$152,288 invested
- 5. Axos Financial Inc0.31% of assets$294,663 invested
- 6. RadNet Inc0.28% of assets$272,814 invested
- 7. Vicor Corp0.09% of assets$90,566 invested
- 8. Virtu Financial Inc Class A0.27% of assets$259,330 invested
- 9. Alarm.com Holdings Inc0.24% of assets$230,836 invested
- 10. LGI Homes Inc0.12% of assets$116,123 invested
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Financial performance
Performance data provided by
Find more financial data on XJR at Morningstar.com
Find more financial data on XJR 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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