iShares® ESG Screened S&P Mid-Cap ETF

Shareclass
iShares® ESG Screened S&P Mid-Cap ETF (XJH)
Type
Exchange-traded fund
Sustainability mandate
Prison industrial complex grade: One or more holdings were flagged as higher risk by our prison industrial complex screen, making up between 1% and 2% of the portfolio. Assigned a grade of D.
D
$5.93 MILLION
Prison industrial complex
11
flagged holdings
3.24%
of assets flagged
Data as of 28 Mar 2024
Flagged investments:
$5.93 MILLION, 3.24% of assets
Higher risk:
$2.62 MILLION, 1.43% 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
7
holdings
$3.55M
invested
1.94%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
9
holdings
$5.07M
invested
2.77%
of portfolio
All flagged holdings
11 holdings
11 holdings
  • 1.  The Carlyle Group Inc 
    Border industry
    $789,261
    0.43%
  • 2.  KBR Inc 
    Border industry
    $652,770
    0.36%
  • 3.  First Horizon Corp
    Prison industryBorder industry
    $650,126
    0.36%
  • 4.  Aramark 
    Prison industryBorder industry
    $647,115
    0.35%
  • 5.  Acadia Healthcare Co Inc
    Prison industry
    $544,638
    0.3%
Higher risk
Private prison operator
See all
iShares® ESG Screened S&P Mid-Cap ETF $XJH is 3.24% ($5.93 MILLION) invested in companies with prison involvement
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Financial performance
Performance data provided byMorningstarFind more financial data on XJH at Morningstar.com
Current fund
XJH
iShares® ESG Screened S&P Mid-Cap ETF
Family
BlackRock/iShares
Category
Mid-Cap 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: 3/31/24
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 
-5.43% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.09% more invested
More invested in higher risk companies, border industry 
0.13% more invested
More invested in higher risk companies 
0.13% more invested
Less invested in all screened prison industry companies 
13.82% less invested
Less invested in all screened border industry companies 
15.94% less invested
Less invested in all screened companies 
19.93% less invested
Current fund
XJH
iShares® ESG Screened S&P Mid-Cap ETF
Family
BlackRock/iShares
Category
Mid-Cap 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: 3/31/24
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 
-5.43% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.09% more invested
More invested in higher risk companies, border industry 
0.13% more invested
More invested in higher risk companies 
0.13% more invested
Less invested in all screened prison industry companies 
13.82% less invested
Less invested in all screened border industry companies 
15.94% less invested
Less invested in all screened companies 
19.93% less invested
Current fund
XJH
iShares® ESG Screened S&P Mid-Cap ETF
Family
BlackRock/iShares
Category
Mid-Cap 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: 3/31/24
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 
-5.43% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.09% more invested
More invested in higher risk companies, border industry 
0.13% more invested
More invested in higher risk companies 
0.13% more invested
Less invested in all screened prison industry companies 
13.82% less invested
Less invested in all screened border industry companies 
15.94% less invested
Less invested in all screened companies 
19.93% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
XJH - iShares® ESG Screened S&P Mid-Cap ETF
22%
6.04%
/
/
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
11%
15%
13%
0% 
Fund compared to benchmark
 
-7.43%
-5.43%
/
/
Same
Find more financial data on XJH 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
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
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