iShares MSCI Global Sustainable Development Goals ETF
Shareclass
iShares MSCI Global Sust Dev Goals ETF (SDG)
Type
Exchange-traded fund
Manager
Gender equality score
51
/ 100 points
Overall score
Average Equileap Gender Equality Score of fund holdings, weighted by market value
Group ranking
Universe: Groups
Group: International Equity Funds
Ranking: 851 out of 1,069 funds
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Groups
Categories
Gender balance in leadership and workforce
23/40
Equal compensation and work life balance
10/30
Policies promoting gender equality
17/20
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 MSCI Global Sustainable Development Goals ETF SDG
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. AstraZeneca PLC3.4% of assets$7.89M invested
- 2. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.0.69% of assets$1.6M invested
- 3. Pearson PLC1.14% of assets$2.65M invested
- 4. Novartis AG Registered Shares2.53% of assets$5.87M invested
- 5. CapitaLand Integrated Commercial Trust0.32% of assets$741,052 invested
- 6. Land Securities Group PLC0.15% of assets$354,884 invested
- 7. Xylem Inc0.94% of assets$2.18M invested
- 8. JDE Peets NV Ordinary Shares0.52% of assets$1.21M invested
- 9. Covivio SA0.25% of assets$578,299 invested
- 10. Novo Nordisk AS Class B2.07% of assets$4.8M 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. New Oriental Education & Technology Group Inc Ordinary Shares0.85% of assets$1.98M invested
- 2. CSPC Pharmaceutical Group Ltd0.14% of assets$320,634 invested
- 3. Central Japan Railway Co1.75% of assets$4.07M invested
- 4. Ono Pharmaceutical Co Ltd0.19% of assets$448,227 invested
- 5. East Japan Railway Co2.63% of assets$6.1M invested
- 6. Nippon Building Fund Inc0.13% of assets$308,420 invested
- 7. Enphase Energy Inc2.53% of assets$5.88M invested
- 8. WH Group Ltd Shs Unitary 144A/Reg S4.27% of assets$9.9M invested
- 9. Henderson Land Development Co Ltd0.28% of assets$654,089 invested
- 10. SalMar ASA0.32% of assets$739,032 invested
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Financial performance
Performance data provided by
Find more financial data on SDG at Morningstar.com
Find more financial data on SDG 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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