Summary
SUSA Chart
SUSA: A More Aggressive ESG Fund With Disappointing Growth And Quality Features
SUSA is an ESG-focused fund tracking the performance of U.S. large- and mid-cap stocks. Its expense ratio is 0.25% and the fund has $3.87 billion in assets under management. Index constraints limit each security's weight to 5%, meaning mega-cap growth stocks like Apple, Microsoft, and Nvidia have reduced weightings. The Index also removes companies involved in controversial business activities like civilian firearms, nuclear power, gambling, and fossil fuel extraction, among others.
iShares MSCI USA ESG Select ETF Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CN Chris Nelson MJP ASSOCIATES Inc. /ADV | 1,691 | $148,714.75 | $261,699.16 | $112,984.41 | 75.97% |
| JD Jim Dushek HARBOUR INVESTMENTS Inc. | 5,258 | $622,810.34 | $811,099.08 | $188,288.74 | 30.23% |
 Winthrop Advisory Group Winthrop Advisory Group LLC | 11,590 | $821,552.68 | $1.77M | $951,833.16 | 115.86% |
| YA Yinka Akinsola Blue Trust Inc. | 387 | $53,921.2 | $59,661.85 | $5,740.65 | 10.65% |
 Jeff Ameen Spire Wealth Management | 1,305 | $124,239.39 | $202,560.78 | $78,321.39 | 63.04% |
iShares MSCI USA ESG Select ETF (SUSA) FAQ
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iShares MSCI USA ESG Select ETF Profile
| ARCA Exchange | US Country |
Overview
This fund primarily focuses on investing in securities that form part of the underlying index, committing at least 90% of its assets towards these investments. The remaining up to 10% may be utilized in futures, options, and swap contracts, along with cash and cash equivalents. It aims to follow an optimized strategy that enhances exposure to environmental, social, and governance (ESG) qualities. The optimization seeks to maintain risk and return characteristics that are analogous to those of the MSCI USA Index, making it an investment choice for individuals or entities keen on aligning their investments with positive ESG values without significantly deviating from the traditional market performance benchmarks.
Products and Services
- Component Securities Investment
The cornerstone of the fund's strategy involves investing at least 90% of its portfolio in the securities that constitute the underlying index. This approach ensures that the fund's performance closely tracks the index it aims to emulate, providing investors with a clear benchmark for comparison.
- Futures, Options, and Swap Contracts
Up to 10% of the fund’s assets may be allocated to futures, options, and swap contracts. This enables the fund to hedge against market volatility, employ strategic investment techniques to potentially enhance returns, and better manage risks.
- Cash and Cash Equivalents
A portion of the fund's assets may be held in cash and cash equivalents. This liquidity strategy not only provides the fund with the flexibility to quickly respond to market opportunities or needs but also adds a layer of security for investors, offering stability in periods of high volatility.
- Positive ESG Exposure Optimization
The fund utilizes an optimized index approach designed to maximally expose investors to securities with positive environmental, social, and governance characteristics. This strategy aligns investor capital with sustainable and responsible entities, offering a pathway to contribute towards a more sustainable future while seeking competitive investment returns similar to the MSCI USA Index.
