iShares ESG Aware MSCI USA Small-Cap ETF
Fund offered by:
BlackRock/iShares
Ticker: ESMLsocially responsible
Prison industrial complex grade
C
One or more holdings were flagged as higher risk by our prison industrial complex screen, making up less than 1% of the portfolio.
$1.71 MILLION
Prison industrial complex
6
flagged holdings
0.47%
of assets flagged
Data as of 8/31/20
Flagged investments:
$1.71 MILLION, 0.47% of assets
Higher risk:
$777,495, 0.21% 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
0.23%
of assets
3
holdings
$830,664
invested
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
0.39%
of assets
5
holdings
$1.45M
invested
All flagged holdings
6 holdings
6 holdings
  • 1.  OSI Systems Inc
    Borders
    0.09% of assets
    $344,846 invested
  • 2.  RLI Corp
    PrisonsBorders
    0.09% of assets
    $324,420 invested
  • 3.  KBR Inc 
    Borders
    0.09% of assets
    $316,748 invested
  • 4.  The Providence Service Corp
    Prisons
    0.07% of assets
    $265,733 invested
  • 5.  Acadia Healthcare Co Inc 
    PrisonsBorders
    0.07% of assets
    $240,511 invested
Higher risk
Private prison operator
See all
iShares ESG Aware MSCI USA Small-Cap ETF $ESML has $1.71 MILLION invested in 6 companies involved in the prison industrial complex, amounting to 0.47% of fund assets
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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: 8/31/20
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 1-yr returns 
-16.33% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.07% more invested
Less invested in higher risk companies, border industry 
1.48% less invested
Less invested in higher risk companies 
1.48% less invested
Less invested in all screened prison industry companies 
2.69% less invested
Less invested in all screened border industry companies 
15.31% less invested
Less invested in all screened companies 
15.75% 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: 8/31/20
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 1-yr returns 
-16.33% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.07% more invested
Less invested in higher risk companies, border industry 
1.48% less invested
Less invested in higher risk companies 
1.48% less invested
Less invested in all screened prison industry companies 
2.69% less invested
Less invested in all screened border industry companies 
15.31% less invested
Less invested in all screened companies 
15.75% 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: 8/31/20
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 1-yr returns 
-16.33% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.07% more invested
Less invested in higher risk companies, border industry 
1.48% less invested
Less invested in higher risk companies 
1.48% less invested
Less invested in all screened prison industry companies 
2.69% less invested
Less invested in all screened border industry companies 
15.31% less invested
Less invested in all screened companies 
15.75% 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
5.57%
/
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
22%
14%
14%
15%
0% 
Fund compared to benchmark
 
-16.33%
/
/
/
Same
Find more financial data on ESML at Morningstar.com
What's next?
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Action toolkit
Ask your employer about adding prison industrial complex-free options to your retirement plan
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