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: 372 out of 2,538 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
1/10
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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 Inc0.14% of assets$4.77M invested
- 2. Procter & Gamble Co0.8% of assets$26.24M invested
- 3. Biogen Inc0.1% of assets$3.18M invested
- 4. Welltower Inc0.34% of assets$11.29M invested
- 5. The Interpublic Group of Companies Inc0.11% of assets$3.46M invested
- 6. Mastercard Inc Class A1.25% of assets$41.16M invested
- 7. General Mills Inc0.72% of assets$23.61M invested
- 8. Xylem Inc0.53% of assets$17.53M invested
- 9. Cummins Inc0.58% of assets$19.14M invested
- 10. Hilton Worldwide Holdings Inc0.09% of assets$3.01M 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. Strategy Class A0.12% of assets$4.08M invested
- 2. Snowflake Inc Ordinary Shares - Class A0.2% of assets$6.49M invested
- 3. Expeditors International of Washington Inc0.67% of assets$22.15M invested
- 4. Solventum Corp0.11% of assets$3.7M invested
- 5. Broadcom Inc1.94% of assets$63.73M invested
- 6. Marvell Technology Inc0.17% of assets$5.45M invested
- 7. Charles Schwab Corp0.14% of assets$4.62M invested
- 8. Digital Realty Trust Inc0.26% of assets$8.48M invested
- 9. Take-Two Interactive Software Inc0.12% of assets$3.87M invested
- 10. AppLovin Corp Ordinary Shares - Class A0.09% of assets$2.9M 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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