SUSA iShares MSCI USA ESG Select ETF

Seeks to track, before fees and expenses, the MSCI USA ESG Select Index. The Index is composed of U.S. companies that have positive environmental, social and governance characteristics as identified by the index provider. Index constituents are selected from the MSCI USA Index, which is made up of securities of large and mid cap U.S. companies. Companies with Tobacco involvement are excluded from the Index. Companies with an Impact Monitor score below 3 are not eligible for the Index. The universe of eligible companies are optimized using parameters for predicted tracking error (1.8%), maximum (5%) and minimum (0.1%) constituent weight, sector variation from the parent index (+/-3%), turnover and other factors. Since constituent selection and weights are determined using optimization, the Index is not capitalization weighted. At the Quarterly Index Reviews, companies with Impact Monitor scores below 2 are removed. The Index is optimized on a quarterly basis

$102.38  +0.10 (0.10%)
As of 10/26/2021 16:00:00 EST     IEX book   CBOE book


ETF Information
Sponsor:     iShares
Category1:  US Equity
Category2:  Socially responsible
Category3:  Large and mid cap
Morningstar category:  Large Blend
Leverage factor:  1.00
Inception date:  01/24/2005
Index tracking method: Passive replication
Current yield:  1.00%
Historical average yield:  1.59%
Market cap:  $4,010,920,000
Average volume:  173,526
Fees:     0.2500%

Index Information
MSCI USA ESG Select Index
Index symbol:  TFSSIU
Provider:   MSCI
Index weighting:   Other
Index inception date:  06/01/2004
Backtesting data exists:   No
Number of holdings:  112  (as of 11/21/2018)
Rebalanced:  Quarterly
Reconstituted:  Quarterly
Factors used to select securities:

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