iShares ESG Aware MSCI USA ETF

Shareclass
iShares ESG Aware MSCI USA ETF (ESGU)
Type
Exchange-traded fund
Sustainability mandate

Equity & Justice

Exclusions







EQUITY & JUSTICE RATINGS

Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity

GENDER EQUALITY

Fund iShares ESG Aware MSCI USA ETF

FUND COVERAGE
# of holdings281
% of assets100%
Score
55 / 100
Rank

66.0 percentile

Group: U.S. Large Cap Equity

Rank: #498 out of 1,462

Grade
B

Gender equality ratings are calculated using data from the Equileap Gender Equality Scorecard from Equileap.

Sub-scores & KPIs

Gender Equality: Gender Balance in Leadership and Workforce

27 / 40

Gender Equality: Equal Compensation and Work Life Balance

9 / 30

Gender Equality: Policies Promoting Gender Equality

19 / 20

Gender Equality: Commitment, Transparency, and Accountability

1 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Procter & Gamble Co
         % of fund invested: 0.77%
         $USD invested: $114.78M
  • 2. Boston Scientific Corp
         % of fund invested: 0.1%
         $USD invested: $15.13M
  • 3. Bank of America Corp
         % of fund invested: 0.66%
         $USD invested: $98.31M
  • 4. Welltower Inc
         % of fund invested: 0.34%
         $USD invested: $50.92M
  • 5. Mastercard Inc Class A
         % of fund invested: 1.01%
         $USD invested: $150.16M
  • 6. Citigroup Inc
         % of fund invested: 0.33%
         $USD invested: $49.06M
  • 7. Willis Towers Watson PLC
         % of fund invested: 0.1%
         $USD invested: $14.84M
  • 8. General Mills Inc
         % of fund invested: 0.36%
         $USD invested: $54.15M
  • 9. Hilton Worldwide Holdings Inc
         % of fund invested: 0.09%
         $USD invested: $14.03M
  • 10. JPMorgan Chase & Co
         % of fund invested: 1.45%
         $USD invested: $216.25M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. Carvana Co Class A
         % of fund invested: 0.11%
         $USD invested: $16.57M
  • 2. Roblox Corp Ordinary Shares - Class A
         % of fund invested: 0.11%
         $USD invested: $16.37M
  • 3. Strategy Inc Class A
         % of fund invested: 0.14%
         $USD invested: $20.8M
  • 4. Rocket Lab USA Inc
         % of fund invested: 0.11%
         $USD invested: $15.88M
  • 5. Palantir Technologies Inc Ordinary Shares - Class A
         % of fund invested: 0.65%
         $USD invested: $96.92M
  • 6. Steel Dynamics Inc
         % of fund invested: 0.11%
         $USD invested: $15.72M
  • 7. AppLovin Corp Ordinary Shares - Class A
         % of fund invested: 0.24%
         $USD invested: $35.91M
  • 8. Berkshire Hathaway Inc Class B
         % of fund invested: 0.68%
         $USD invested: $101.33M
  • 9. Nucor Corp
         % of fund invested: 0.09%
         $USD invested: $13.59M
  • 10. CrowdStrike Holdings Inc Class A
         % of fund invested: 0.12%
         $USD invested: $17.29M

Fund manager statement

We invite fund managers to take our survey and provide more information on how they integrate principles of justice and equity in their investment strategy.

Manager survey




EXCLUSION RATINGS

Prisons & Borders
Military Weapons

PRISONS & BORDERS

Fund iShares ESG Aware MSCI USA ETF

Totals

Holdings
Assets
Weight
Prisons
15
$2.57B
17%
     Prisons high risk
2
$56.89M
0.38%
     Private prisons
0
$0
0%
Borders
14
$2.52B
17%
     Borders high risk
6
$251.71M
1.69%
Total
23
$2.92B
20%
Full fund results

Holdings — 23 flagged holdings

1.
Microsoft Corp
Prisons
Borders
$920.31M
6.17%
Prisons
Borders :
$920.31M
6.17%
2.
Alphabet Inc Class C
Prisons
Borders
$640.91M
4.29%
Prisons
Borders :
$640.91M
4.29%
3.
Amazon.com Inc
Prisons
Borders
$526.82M
3.53%
Prisons
Borders :
$526.82M
3.53%
4.
Berkshire Hathaway Inc Class B
Prisons
$101.33M
0.68%
Prisons
$101.33M
0.68%
5.
Palantir Technologies Inc Ordinary Shares - Class A
Borders
$96.92M
0.65%
Borders :
$96.92M
0.65%
6.
Costco Wholesale Corp
Prisons
$91.35M
0.61%
Prisons
$91.35M
0.61%
7.
Salesforce Inc
Borders
$70.72M
0.47%
Borders :
$70.72M
0.47%
8.
RTX Corp
Borders
$54.66M
0.37%
Borders :
$54.66M
0.37%
9.
3M Co
Prisons
$47.44M
0.32%
Prisons
$47.44M
0.32%
10.
McDonald's Corp
Prisons
$43.33M
0.29%
Prisons
$43.33M
0.29%
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

Disclaimer: As You Sow is not an investment adviser

As You Sow is not an investment adviser as that term is defined under federal and state (California) laws and regulations. As You Sow is a tax-exempt, nonprofit organization dedicated to educating and empowering shareholders to change corporations for the good through the collection, analysis and dissemination of relevant information to the public, free of charge. As You Sow does not provide financial planning, legal or tax advice. Nothing on this website shall constitute or be construed as an offering of financial instruments, or as investment advice or investment recommendations.
See our full disclaimer