iShares MSCI USA ESG Select ETF
Fund offered by:
BlackRock/iShares
Ticker: SUSAsocially responsible
Deforestation grade: Fund is invested in deforestation-risk agricultural commodity producer/traders, below the threshold of 0.5%. Assigned a grade of C.
How we track deforestation-risk investments
C
12.01%
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
20
holdings flagged
12%
of assets flagged
This fund contains
 $442.26 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
0.42% of assets
$15.5 MILLION invested
banks
Banks and lenders
1 holdings
0.92% of assets
$33.81 MILLION invested
consumers
Major consumer brands
19 holdings
11% of assets
$408.45 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 Ltd
    Soy producerPaper/pulp producerPalm oil producer
    0.42%0.42% of portfolio
    $15.5M$15.5M 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
    0.91%0.91% of portfolio
    $33.81M$33.81M invested
Major consumer brands
Major consumer brands
19 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).
19 HOLDINGS
  • % of portfolio
    $ invested
  • 1. The Home Depot Inc
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
    1.85%1.85% of portfolio
    $68.42M$68.42M invested
    Cattle major consumer brandTimber major consumer brandRubber major consumer brandPaper/pulp major consumer brand
  • 2. 3M Co
    Paper/pulp major consumer brand
    1.48%1.48% of portfolio
    $54.82M$54.82M invested
    Paper/pulp major consumer brand
  • 3. PepsiCo Inc
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    1.24%1.24% of portfolio
    $45.99M$45.99M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
  • 4. Procter & Gamble Co
    Paper/pulp major consumer brandPalm oil major consumer brand
    1%1% of portfolio
    $36.91M$36.91M invested
    Paper/pulp major consumer brandPalm oil major consumer brand
  • 5. Kellogg Co
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
    0.92%0.92% of portfolio
    $33.91M$33.91M invested
    Soy major consumer brandPaper/pulp major consumer brandPalm oil major consumer brand
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DATA AS OF 9/30/21
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: 9/30/21
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 
-0.37% less in annualized returns
More invested in commodity producers 
0.14% more invested
Less invested in banks and lenders 
2.05% less invested
Less invested in major consumer brands 
2.65% 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: 9/30/21
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 
-0.37% less in annualized returns
More invested in commodity producers 
0.14% more invested
Less invested in banks and lenders 
2.05% less invested
Less invested in major consumer brands 
2.65% 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: 9/30/21
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 
-0.37% less in annualized returns
More invested in commodity producers 
0.14% more invested
Less invested in banks and lenders 
2.05% less invested
Less invested in major consumer brands 
2.65% 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
32%
19%
18%
16%
0.42% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
0.28% 
Fund compared to benchmark
 
1.95%
2.85%
1%
-0.37%
0.14%  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.
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