iShares MSCI USA ESG Select ETF

Shareclass
iShares MSCI USA ESG Select ETF (SUSA)
Type
Exchange-traded fund
Sustainability mandate
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, above the threshold of 0.5% and below 1.5%. Assigned a grade of D.
How we track deforestation-risk investments
D
11.18%
INVESTED IN DEFORESTATION-RISK COMPANIES
producers
AGRIBUSINESS
deforestation-risk producers and traders of palm oil, paper/pulp, rubber, timber, cattle, and soy
banks
BANKS AND LENDERS
that finance deforestation-risk agribusiness producers via lending and underwriting
consumers
MAJOR CONSUMER BRANDS
that use deforestation-risk agribusiness commodities in products
17
holdings flagged
11%
of assets flagged
This fund contains
 $385.86 MILLION invested 
in holdings flagged for deforestation risk
BlackRock, the world's largest investment firm, is among the world's top investors in the agribusiness companies responsible for destroying our tropical rainforests. To make the urgent transformations needed to end global deforestation and reign in the climate crisis, BlackRock needs to change its ways. Tell BlackRock to adopt a No Deforestation Policy!
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producers
Commodity producers
1 holdings
0.55% of assets
$19.07 MILLION invested
banks
Banks and lenders
1 holdings
0.84% of assets
$29.02 MILLION invested
consumers
Major consumer brands
16 holdings
10% of assets
$356.83 MILLION invested
Commodity producers
Commodity producers
1 HOLDINGS
Companies that produce and trade palm oil, paper/pulp, rubber, timber, cattle, and soy, and have a past record or a significant risk of contributing to deforestation, land grabbing, and human rights abuses. Investing in any of these companies assigns a fund a grade of C if total producer exposure is below the threshold of 0.5%; a grade of D if below 1.5%; and a grade of F if above 1.5%.
1 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Bunge Global SA
    Soy producerPaper/pulp producerPalm oil producer
    0.55%0.55% of portfolio
    $19.07M$19.07M invested
    Soy producerPaper/pulp producerPalm oil producer
Banks and lenders
Banks and lenders
1 HOLDINGS
Financial institutions directly and indirectly involved in underwriting and lending to deforestation-risk producers and traders. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
1 HOLDINGS
  • % of portfolio
    $ invested
  • 1. Morgan Stanley
    0.84%0.84% of portfolio
    $29.02M$29.02M invested
Major consumer brands
Major consumer brands
16 HOLDINGS
Consumer goods retailers that source palm oil, paper/pulp, rubber, timber, cattle, and soy from deforestation-risk producers and traders and sell it to consumers worldwide. Investing in any of these companies assigns a fund a grade of B (assuming there are no investments in producers).
16 HOLDINGS
  • % of portfolio
    $ invested
  • 1. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    1.81%1.81% of portfolio
    $62.46M$62.46M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 2. Kellanova Co
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.31%1.31% of portfolio
    $45.14M$45.14M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 3. PepsiCo Inc
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.02%1.02% of portfolio
    $35.07M$35.07M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. General Mills Inc
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.88%0.88% of portfolio
    $30.26M$30.26M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 5. Lowe's Companies Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
    0.77%0.77% of portfolio
    $26.43M$26.43M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brand
View next 5
View more info
DATA AS OF 29 Feb 2024
Financial performance
Performance data provided byMorningstarFind more financial data on SUSA at Morningstar.com
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.54% less in annualized returns
More invested in commodity producers 
0.34% more invested
Less invested in banks and lenders 
1.47% less invested
Less invested in major consumer brands 
1.99% less invested
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.54% less in annualized returns
More invested in commodity producers 
0.34% more invested
Less invested in banks and lenders 
1.47% less invested
Less invested in major consumer brands 
1.99% less invested
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 2/29/24
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 10-yr returns 
-0.54% less in annualized returns
More invested in commodity producers 
0.34% more invested
Less invested in banks and lenders 
1.47% less invested
Less invested in major consumer brands 
1.99% less invested
Month-end trailing returns  
Annualized returns
Deforestation analysis
1-yr
3-yr
5-yr
10-yr
Commodity producers
This fund
SUSA - iShares MSCI USA ESG Select ETF
26%
9.51%
14%
12%
0.55% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
12%
15%
13%
0.21% 
Fund compared to benchmark
 
-4.67%
-2.37%
-0.31%
-0.54%
0.34%  higher
Find more financial data on SUSA at Morningstar.com
Take Action
Call on U.S. investment firms to implement Deforestation and Land Grab-Free investment policies.
Find top-graded funds that avoid deforestation-risk investments.
Use Fossil Free Funds to check this fund's fossil fuel investments and carbon footprint.
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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