iShares MSCI USA ESG Select ETF
Shareclass
iShares MSCI USA ESG Select ETF (SUSA)
Type
Exchange-traded fund
Manager
Gender equality score
56
/ 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: 381 out of 2,531 funds
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Groups
Categories
Gender balance in leadership and workforce
27/40
Equal compensation and work life balance
9/30
Policies promoting gender equality
19/20
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 USA ESG Select ETF SUSA
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. International Flavors & Fragrances Inc0.15% of assets$5.5M invested
- 2. Procter & Gamble Co0.45% of assets$16.81M invested
- 3. Biogen Inc0.09% of assets$3.51M invested
- 4. Welltower Inc0.27% of assets$9.95M invested
- 5. The Interpublic Group of Companies Inc0.11% of assets$4.14M invested
- 6. Mastercard Inc Class A1.05% of assets$39.16M invested
- 7. General Mills Inc0.76% of assets$28.36M invested
- 8. Xylem Inc0.48% of assets$18.02M invested
- 9. Cummins Inc0.65% of assets$24.27M invested
- 10. Accenture PLC Class A0.6% of assets$22.26M 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. Nucor Corp0.09% of assets$3.41M invested
- 2. Snowflake Inc Ordinary Shares - Class A0.12% of assets$4.49M invested
- 3. Expeditors International of Washington Inc0.72% of assets$26.95M invested
- 4. Solventum Corp0.11% of assets$3.93M invested
- 5. Broadcom Inc2.2% of assets$82.06M invested
- 6. Marvell Technology Inc0.24% of assets$8.9M invested
- 7. PTC Inc0.13% of assets$4.83M invested
- 8. Costco Wholesale Corp0.56% of assets$20.97M invested
- 9. Digital Realty Trust Inc0.11% of assets$4.01M invested
- 10. Western Digital Corp0.1% of assets$3.62M invested
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Financial performance
Performance data provided by
Find more financial data on SUSA at Morningstar.com
Find more financial data on SUSA 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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