Blackrock MSCI USA ESG Select ETF | SUSA

Medium RiskEquity
Blackrock MSCI USA ESG Select ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 2 units
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Blackrock MSCI USA ESG Select ETF | SUSA

Blackrock MSCI USA ESG Select ETF | SUSA

About SUSA ETF

Overview:
iShares MSCI USA ESG Select ETF (SUSA) tracks the investment results of MSCI USA Extended ESG Select Index which is composed of US companies that have positive environmental, social and governance characteristics.

The ETF provides exposure to more than 100 large- and mid-cap stocks that have been identified for positive environmental, social and governance characteristics as identified by the index provider.

The ETF provides a diversified sectoral exposure: IT (25%), Healthcare (13%), Industrials (11%), Financials (10%), Consumer Staples (9%), Consumer Discretionary (8%), Communication (7%), Materials (5%), Real Estate (5%), Utilities (4%), Energy (3%).

Ideal for
Investments based on personal values.

About the Fund Manager:
BlackRock was incorporated in 1988 and is today the world's largest asset manager with $6.5 trillion in assets under management as of April 2019. It is one of the world's leading providers of investment, advisory and risk management solutions.

Recommended for:
Diversification

Additional Information:
1. Fund Factsheet

Returns

PerformanceYTD1Y3Y5Y10Y
Blackrock MSCI USA ESG Select ETF12.26%51.58%20.22%18.52%13.75%

Asset Class

Asset type breakdown
Stock US98.23%
Stock non-US1.49%
Cash0.28%

SUSA Holdings - Top 10

NameiWeightage (%)
Microsoft Corporation5.03%
Apple Inc4.73%
The Home Depot, Inc1.90%
Facebook, Inc1.77%
BlackRock, Inc1.60%
Tesla, Inc1.59%
NVIDIA Corporation1.58%
Accenture plc1.49%
Alphabet Inc1.46%
3M Company1.28%

SUSA Sectors/Industry Breakdown

Sectori% of market value
Technology27.23%
Financial Services13.47%
Healthcare12.41%
Communication Services10%
Industrials9.85%
Consumer Cyclicals8.85%
Consumer Defensive7.12%
Real Estate3.38%
Utilities2.86%
Basic Materials2.53%
Energy2.30%

SUSA Countries

Countryi% of market value
North America98.51%
United Kingdom0.72%
Europe Developed0.43%
Latin America0.25%
Asia Emerging0.09%

Projected Returns

Investment ofper month
gives returns of :
at 10.50% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returnsbased on historic SIP returns of 10.50% per annum
$
$
$+ 10.50

SUSA Summary Data

Total Net Assets $i
Average Mkt Cap Mil $i
Symbol SUSA
Exchange ARCX
Asset class Equity

SUSA Portfolio Data & Volatility Analysis

Net Expense Ratio 0.25i
Beta 0.98i
Valuations Rates Portfolio PE 23.51974i
3 Year Standard Deviation 18.26i

About iShares by Blackrock

"iShares" is a gathering of ETFs managed by Blackrock. Blackrock is an American investment management corporation founded in 1988. Some iShares ETFs are actively managed but most funds track a bond or share market index.

Blackrock MSCI USA ESG Select ETF | SUSA