BLACKROCK MSCI USA ESG SELECT ETF | SUSA

Medium RiskSUSAMorning Star5 / 5
BLACKROCK MSCI USA ESG SELECT ETF
Issued by:iShares by Blackrock
Index : AMEX
Unit Price (NAV) :
$
Minimum investment: 1 unit
Share
Compare
Share
Compare
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

SUSA Performance1Y3Y5Y10Y
This ETF27.24%13.30%14.48%12.94%

Projected Returns

Investment ofper month
gives returns of :
at 12.94% / annum
$in 10 years
amount
for a time period of
time1Y3Y5Y10Y
Returns % (CAGR)based on historic returns of 12.94% per annum
$
$
$+ 12.94%

Asset Class

Asset type breakdown
Stock US98.90%
Stock non-US0.87%
Cash0.22%

SUSA Holdings - Top 10

NameiWeightage (%)
Apple Inc5.41%
Microsoft Corporation5.15%
Accenture plc3%
salesforce.com, inc2.77%
3M Company2.10%
The Home Depot, Inc2.02%
BlackRock, Inc1.96%
Cummins Inc1.94%
Expeditors International of Washington, Inc1.84%
Alphabet Inc1.82%

SUSA Sectors/Industry Breakdown

Sectori% of market value
Technology28.57%
Healthcare13.14%
Industrials11.40%
Financial Services10.82%
Consumer Cyclicals9.21%
Consumer Defensive8.26%
Communication Services7.67%
Real Estate3.82%
Utilities3.49%
Basic Materials2.23%
Energy1.40%

SUSA Countries

Country% of market value
North America99.13%
United Kingdom0.46%
Latin America0.21%
Europe Developed0.20%

SUSA Summary Data

Fund Size(AUM) $i
Avg. mkt. cap (MM) $i
Morningstar Ratings 5i
Symbol SUSA
Exchange ARCX
Asset class SUSA

SUSA Portfolio Data & Volatility Analysis

Expense ratio 0.25i
Beta 0.98i
P/E ratio 25.354i
Standard Deviation 17.47i
BLACKROCK MSCI USA ESG SELECT ETF | SUSA