iShares ESG Aware MSCI USA Small-Cap ETF
Fund offered by:
BlackRock/iShares
Ticker: ESMLsocially responsible
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio. Assigned a grade of C.
C
$7.31 MILLION
Prison industrial complex
8
flagged holdings
0.66%
of assets flagged
Data as of 8/31/21
Flagged investments:
$7.31 MILLION, 0.66% of assets
Higher risk:
$3.23 MILLION, 0.29% of assets
 Private prison operators:
$0, 0% of assets
For each prison industrial complex category, click to see the breakdown of flagged holdings.
Prison industry
Prison industry
Incarceration and detention facilities, services in facilities, supervision and monitoring
3
holdings
$2.68M
invested
0.24%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
7
holdings
$6.27M
invested
0.57%
of portfolio
All flagged holdings
8 holdings
8 holdings
  • 1.  OSI Systems Inc
    Border industry
    $1.89M
    0.17%
  • 2.  Acadia Healthcare Co Inc 
    Prison industryBorder industry
    $1.06M
    0.1%
  • 3.  ModivCare Inc
    Prison industry
    $1.04M
    0.09%
  • 4.  Science Applications International Corp 
    Border industry
    $825,538
    0.07%
  • 5.  KBR Inc 
    Border industry
    $690,912
    0.06%
Higher risk
Private prison operator
See all
iShares ESG Aware MSCI USA Small-Cap ETF $ESML has $7.31 MILLION invested in 8 companies involved in the prison industrial complex, amounting to 0.66% of fund assets
Tweet 
Financial performance
Performance data provided byMorningstarFind more financial data on ESML at Morningstar.com
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
-4.81% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.01% less invested
Less invested in higher risk companies, border industry 
0.8% less invested
Less invested in higher risk companies 
0.8% less invested
Less invested in all screened prison industry companies 
8.22% less invested
Less invested in all screened border industry companies 
14.49% less invested
Less invested in all screened companies 
15.9% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
-4.81% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.01% less invested
Less invested in higher risk companies, border industry 
0.8% less invested
Less invested in higher risk companies 
0.8% less invested
Less invested in all screened prison industry companies 
8.22% less invested
Less invested in all screened border industry companies 
14.49% less invested
Less invested in all screened companies 
15.9% less invested
Current fund
ESML
iShares ESG Aware MSCI USA Small-Cap ETF
Family
BlackRock/iShares
Category
Small Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 8/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Lower 3-yr returns 
-4.81% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.01% less invested
Less invested in higher risk companies, border industry 
0.8% less invested
Less invested in higher risk companies 
0.8% less invested
Less invested in all screened prison industry companies 
8.22% less invested
Less invested in all screened border industry companies 
14.49% less invested
Less invested in all screened companies 
15.9% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
ESML - iShares ESG Aware MSCI USA Small-Cap ETF
49%
13%
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
31%
18%
18%
16%
0% 
Fund compared to benchmark
 
18%
-4.81%
/
/
Same
Find more financial data on ESML at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
Find sustainable funds that are prison industrial complex-free
Visit Fossil Free Funds to see this fund's exposure to fossil fuel companies and companies with high carbon footprints
More from Invest Your Values
See how mutual funds and ETFs are rated on issues ranging from fossil fuels, to deforestation, gender equality, guns, prisons, weapons, and tobacco: