iShares ESG Aware MSCI USA Small-Cap ETF

Shareclass
iShares ESG Aware MSCI USA Small-Cap ETF (ESML)
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 Small-Cap ETF

FUND COVERAGE
# of holdings699
% of assets87%
Score
43 / 100
Rank

52.5 percentile

Group: U.S. Small/Mid Cap Equity

Rank: #521 out of 1,094

Grade
C

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

22 / 40

Gender Equality: Equal Compensation and Work Life Balance

5 / 30

Gender Equality: Policies Promoting Gender Equality

16 / 20

Gender Equality: Commitment, Transparency, and Accountability

0 / 10

Fund Holdings: Gender Equality

Highest scoring holdings

Highest scoring holdings

Top 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. The Interpublic Group of Companies Inc
         % of fund invested: 0.26%
         $USD invested: $5.27M
  • 2. New York Times Co Class A
         % of fund invested: 0.17%
         $USD invested: $3.43M
  • 3. VF Corp
         % of fund invested: 0.11%
         $USD invested: $2.2M
  • 4. Ralph Lauren Corp Class A
         % of fund invested: 0.19%
         $USD invested: $3.77M
  • 5. Coty Inc Class A
         % of fund invested: 0.04%
         $USD invested: $795,230
  • 6. Science Applications International Corp
         % of fund invested: 0.04%
         $USD invested: $880,716
  • 7. Hasbro Inc
         % of fund invested: 0.19%
         $USD invested: $3.87M
  • 8. Etsy Inc
         % of fund invested: 0.11%
         $USD invested: $2.18M
  • 9. Jones Lang LaSalle Inc
         % of fund invested: 0.34%
         $USD invested: $6.78M
  • 10. WEX Inc
         % of fund invested: 0.14%
         $USD invested: $2.74M
Lowest scoring holdings

Lowest scoring holdings

Bottom 10 holdings by Gender Equality score

  • Holding
    % invested
    USD$
  • 1. TG Therapeutics Inc
         % of fund invested: 0.06%
         $USD invested: $1.25M
  • 2. Trump Media & Technology Group Corp
         % of fund invested: 0.05%
         $USD invested: $922,032
  • 3. TKO Group Holdings Inc
         % of fund invested: 0.23%
         $USD invested: $4.71M
  • 4. EchoStar Corp Class A
         % of fund invested: 0.16%
         $USD invested: $3.13M
  • 5. AST SpaceMobile Inc Ordinary Shares - Class A
         % of fund invested: 0.17%
         $USD invested: $3.41M
  • 6. Core Scientific Inc Ordinary Shares - New
         % of fund invested: 0.07%
         $USD invested: $1.51M
  • 7. Servisfirst Bancshares Inc
         % of fund invested: 0.05%
         $USD invested: $946,542
  • 8. Astera Labs Inc
         % of fund invested: 0.42%
         $USD invested: $8.49M
  • 9. SoundHound AI Inc Ordinary Shares - Class A
         % of fund invested: 0.09%
         $USD invested: $1.86M
  • 10. FTAI Aviation Ltd
         % of fund invested: 0.29%
         $USD invested: $5.92M

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 Small-Cap ETF

Totals

Holdings
Assets
Weight
Prisons
8
$19.78M
0.98%
     Prisons high risk
1
$4.39M
0.22%
     Private prisons
0
$0
0%
Borders
11
$34.44M
1.71%
     Borders high risk
4
$12.44M
0.62%
Total
15
$38.58M
1.91%
Full fund results

Holdings — 15 flagged holdings

1.
KBR Inc
Borders
$4.54M
0.22%
Borders :
$4.54M
0.22%
2.
Aramark
Prisons
Borders
$4.39M
0.22%
Prisons
Borders :
$4.39M
0.22%
3.
CACI International Inc Class A
Borders
$4.33M
0.21%
Borders :
$4.33M
0.21%
4.
Synovus Financial Corp
Prisons
Borders
$4.27M
0.21%
Prisons
Borders :
$4.27M
0.21%
5.
AeroVironment Inc
Borders
$4.02M
0.2%
Borders :
$4.02M
0.2%
6.
First Horizon Corp
Prisons
Borders
$4.01M
0.2%
Prisons
Borders :
$4.01M
0.2%
7.
Pinnacle Financial Partners Inc
Prisons
Borders
$2.97M
0.15%
Prisons
Borders :
$2.97M
0.15%
8.
Granite Construction Inc
Borders
$2.63M
0.13%
Borders :
$2.63M
0.13%
9.
Benchmark Electronics Inc
Borders
$1.37M
0.07%
Borders :
$1.37M
0.07%
10.
Acadia Healthcare Co Inc
Prisons
$1.17M
0.06%
Prisons
$1.17M
0.06%
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