SUSA

iShares ESG Optimized MSCI USA ETF

$133.97
+0.00%
Market closed. Last update: 2:18 AM ET

📎 Investment Objective

The iShares ESG Optimized MSCI USA ETF (SUSA) seeks to track the investment results of an index composed of large- and mid-capitalization U.S. companies that have been selected and weighted for positive environmental, social and governance (ESG) characteristics.

Overview

ETF tracking iShares ESG Optimized MSCI USA ETF

Category ESG
Issuer BlackRock
Inception Date 2007-12-06
Market Cap $3.5B
Average Volume N/A
Dividend Yield 0.93%
52-Week Range $101.97 - $142.75
VWAP $134.73

Performance

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Investment Summary

📎 Investment Objective

The iShares ESG Optimized MSCI USA ETF (SUSA) seeks to track the investment results of an index composed of large- and mid-capitalization U.S. companies that have been selected and weighted for positive environmental, social and governance (ESG) characteristics.

🎯 Investment Strategy

The fund invests in a portfolio of U.S. equities that have been screened and selected for positive ESG characteristics by MSCI. The portfolio is designed to provide exposure to the U.S. equity market with an emphasis on companies demonstrating favorable ESG practices.

✨ Key Features

  • Focuses on U.S. large- and mid-cap companies with strong ESG profiles
  • Aims to provide broad market exposure with an ESG tilt
  • Utilizes MSCI's ESG rating methodology to select and weight holdings
  • Low expense ratio of 0.00%

⚠️ Primary Risks

  • Market risk - The fund's performance is subject to the volatility of the overall U.S. stock market
  • ESG investment risk - The fund's ESG focus may result in it underperforming the broader market
  • Concentration risk - The fund is concentrated in the U.S. equity market
  • Liquidity risk - Shares may trade at prices different from the fund's net asset value

👤 Best For

This ETF may be suitable for investors seeking broad U.S. equity exposure with a focus on companies demonstrating positive environmental, social and governance practices. It may be of interest to investors with a long-term investment horizon who are looking to incorporate ESG considerations into their portfolio.