iShares MSCI USA ESG Select ETF
Fund offered by:
BlackRock/iShares
Ticker: SUSAsocially 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
$382.83 MILLION
Prison industrial complex
11
flagged holdings
10%
of assets flagged
Data as of 9/30/21
Flagged investments:
$382.83 MILLION, 10% of assets
Higher risk:
$4.24 MILLION, 0.11% 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
4
holdings
$244.76M
invested
6.63%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
10
holdings
$328.01M
invested
8.88%
of portfolio
All flagged holdings
11 holdings
11 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $179.17M
    4.85%
  • 2.  3M Co
    Prison industry
    $54.82M
    1.48%
  • 3.  Salesforce.com Inc
    Border industry
    $46.13M
    1.25%
  • 4.  Accenture PLC Class A
    Border industry
    $39.89M
    1.08%
  • 5.  International Business Machines Corp
    Border industry
    $29M
    0.79%
Higher risk
Private prison operator
See all
iShares MSCI USA ESG Select ETF $SUSA has $382.83 MILLION invested in 11 companies involved in the prison industrial complex, amounting to 10% of fund assets
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Financial performance
Performance data provided byMorningstarFind more financial data on SUSA at Morningstar.com
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large 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: 9/30/21
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 10-yr returns 
-0.37% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
1.01% less invested
Less invested in higher risk companies 
1.01% less invested
Less invested in all screened prison industry companies 
9.47% less invested
Less invested in all screened border industry companies 
8.6% less invested
Less invested in all screened companies 
10.27% less invested
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large 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: 9/30/21
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 10-yr returns 
-0.37% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
1.01% less invested
Less invested in higher risk companies 
1.01% less invested
Less invested in all screened prison industry companies 
9.47% less invested
Less invested in all screened border industry companies 
8.6% less invested
Less invested in all screened companies 
10.27% less invested
Current fund
SUSA
iShares MSCI USA ESG Select ETF
Family
BlackRock/iShares
Category
Large 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: 9/30/21
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 10-yr returns 
-0.37% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
<0.01% more invested
Less invested in higher risk companies, border industry 
1.01% less invested
Less invested in higher risk companies 
1.01% less invested
Less invested in all screened prison industry companies 
9.47% less invested
Less invested in all screened border industry companies 
8.6% less invested
Less invested in all screened companies 
10.27% less invested
Month-end trailing returns  
Annualized returns
Flagged investments
1-yr
3-yr
5-yr
10-yr
Private prison operators
This fund
SUSA - iShares MSCI USA ESG Select ETF
32%
19%
18%
16%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
30%
16%
17%
17%
0% 
Fund compared to benchmark
 
1.95%
2.85%
1%
-0.37%
Same
Find more financial data on SUSA 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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