BlackRock U.S. Carbon Transition Readiness ETF (4IM0)

Overview

The fund is designed to provide investors with a strategic approach to equity investment within the United States. It aims to achieve superior returns compared to the Russell 1000 ®Index, which is a benchmark of the large-cap sector of the U.S. equity market. This goal is pursued through the application of proprietary BFA research that focuses on optimizing for LCETR (Low Carbon Energy Transition Readiness) scores. This methodology emphasizes the importance of investing in companies that are better positioned or adapting to the low carbon energy transition, reflecting a forward-thinking approach to portfolio construction. The fund commits at least 80% of its net assets, in addition to any borrowings for investment purposes, to the equity securities of issuers that are listed in the United States of America. This approach both underscores the fund's focus on domestic markets and ensures substantial exposure to equity securities as part of its core strategy.

Products and Services

The fund offers a focused product aimed at investors looking to capitalize on equity investments while adhering to specific environmental and strategic criteria:

• Equity Investment in U.S. Listed Issuers: The fund invests primarily in equity securities of companies that are listed on U.S. exchanges. This investment strategy is crafted to tap into the growth potential of the U.S. market, providing investors with exposure to a broad range of sectors and companies. By maintaining at least 80% of its net assets in these securities, the fund ensures a strong focus on the U.S. equity market, catering to investors seeking geographic specificity in their investment portfolios.
• Optimization for LCETR Scores: A distinct feature of the fund is its commitment to investing in line with LCETR scores. These scores are the result of proprietary BFA research that evaluates companies based on their readiness and adaptability to the low carbon energy transition. This approach signifies the fund's dedication not only to financial performance but also to environmental responsibility and sustainability. By prioritizing these criteria, the fund offers investors an opportunity to support and benefit from the transition to a lower carbon economy.