iShares ESG Optimized MSCI USA ETF
Shareclass
iShares ESG Optimized MSCI USA ETF (SUSA)
Type
Exchange-traded fund
Manager
Equity & Justice
Exclusions
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Regular updates on sustainability risks and ethical concerns in everyday investment products
EQUITY & JUSTICE RATINGS
Gender Equality
Diversity Disclosures
Racial Justice
LGBTQ+ Equity
GENDER EQUALITY
Fund iShares ESG Optimized MSCI USA ETF
FUND COVERAGE
# of holdings186
% of assets100%
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
0 / 10
Fund Holdings: Gender Equality
Highest scoring holdings
Top 10 holdings by Gender Equality score
- 1. Procter & Gamble Co0.64%$23.38M
- 2. Biogen Inc0.1%$3.62M
- 3. Welltower Inc0.34%$12.3M
- 4. Mastercard Inc Class A1.11%$40.27M
- 5. General Mills Inc0.54%$19.49M
- 6. Hilton Worldwide Holdings Inc0.09%$3.42M
- 7. Accenture PLC Class A0.36%$13.11M
- 8. Autodesk Inc0.81%$29.38M
- 9. Xylem Inc0.54%$19.72M
- 10. The Hartford Insurance Group Inc0.52%$19.01M
Lowest scoring holdings
Bottom 10 holdings by Gender Equality score
- 1. Carvana Co Class A0.11%$4.04M
- 2. Roblox Corp Ordinary Shares - Class A0.11%$3.98M
- 3. Strategy Inc Class A0.09%$3.31M
- 4. AppLovin Corp Ordinary Shares - Class A0.18%$6.49M
- 5. Snowflake Inc Ordinary Shares0.21%$7.53M
- 6. Zscaler Inc0.24%$8.91M
- 7. West Pharmaceutical Services Inc0.18%$6.42M
- 8. Genuine Parts Co0.1%$3.61M
- 9. Expeditors International of Washington Inc0.64%$23.34M
- 10. Ulta Beauty Inc0.1%$3.71M
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 surveyEXCLUSION RATINGS
Prisons & Borders
Military Weapons
PRISONS & BORDERS
Fund iShares ESG Optimized MSCI USA ETF
Totals
Holdings
Assets
Weight
Prisons
8
$471.95M
13%
Prisons high risk
1
$18.56M
0.51%
Private prisons
0
$0
0%
Borders
6
$454.92M
12%
Borders high risk
1
$18.56M
0.51%
Total
10
$514.76M
14%
Holdings — 10 flagged holdings
1.
Microsoft Corp
:$212.53M
5.83%
2.
Alphabet Inc Class C
:$95.04M
2.61%
3.
Alphabet Inc Class A
:$86M
2.36%
4.
Salesforce Inc
:$29.7M
0.82%
5.
3M Co
$29.19M
0.8%
6.
Axon Enterprise Inc
:$18.56M
0.51%
7.
Elevance Health Inc
$14.5M
0.4%
8.
Accenture PLC Class A
:$13.11M
0.36%
9.
Costco Wholesale Corp
$11.01M
0.3%
10.
Target Corp
$5.15M
0.14%
Sustainability report card
As You Sow’s Invest Your Values report card grades mutual funds on environmental and social issues, including climate change, gender equality, and weapon investments. Click through to get more details on each issue.
iShares ESG Optimized MSCI USA ETF SUSA
Environment
Social
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