iShares MSCI Global Sustainable Development Goals ETF
Shareclass
iShares MSCI Global Sust Dev Goals ETF (SDG)
Type
Exchange-traded fund
Manager
Gender equality score
53
/ 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: 784 out of 1,090 funds
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Groups
Categories
Gender balance in leadership and workforce
24/40
Equal compensation and work life balance
11/30
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 PLC4.2% of assets$8.49M invested
- 2. Unibail-Rodamco-Westfield Act. SIIC ET STES FONC.EUROP.0.63% of assets$1.27M invested
- 3. Land Securities Group PLC0.16% of assets$316,075 invested
- 4. Pearson PLC1.09% of assets$2.21M invested
- 5. Novartis AG Registered Shares2.82% of assets$5.71M invested
- 6. CapitaLand Integrated Commercial Trust0.31% of assets$619,117 invested
- 7. Xylem Inc0.99% of assets$2M invested
- 8. JDE Peets NV Ordinary Shares0.48% of assets$964,105 invested
- 9. Covivio SA0.22% of assets$441,948 invested
- 10. Novo Nordisk AS Class B2.46% of assets$4.97M 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. CSPC Pharmaceutical Group Ltd0.16% of assets$322,147 invested
- 2. Central Japan Railway Co1.74% of assets$3.51M invested
- 3. Nippon Building Fund Inc0.12% of assets$252,339 invested
- 4. Sysmex Corp0.16% of assets$330,324 invested
- 5. Enphase Energy Inc4.7% of assets$9.5M invested
- 6. WH Group Ltd Shs Unitary 144A/Reg S3.6% of assets$7.29M invested
- 7. Henderson Land Development Co Ltd0.24% of assets$483,062 invested
- 8. Ono Pharmaceutical Co Ltd0.22% of assets$451,370 invested
- 9. SalMar ASA0.34% of assets$677,639 invested
- 10. East Japan Railway Co2.24% of assets$4.54M 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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