Exchange-traded fund
iShares MSCI USA ESG Select ETF
TickerSUSAsocially responsible
Fund manager
BlackRock/iShares
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
$481.96 MILLION
Prison industrial complex
15
flagged holdings
15%
of assets flagged
Data as of 4/28/23
Flagged investments:
$481.96 MILLION, 15% of assets
Higher risk:
$19.33 MILLION, 0.59% 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
8
holdings
$288.16M
invested
8.84%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
12
holdings
$419.03M
invested
13%
of portfolio
All flagged holdings
15 holdings
15 holdings
  • 1.  Microsoft Corp
    Prison industryBorder industry
    $190.12M
    5.83%
  • 2.  Alphabet Inc Class A
    Border industry
    $54.3M
    1.67%
  • 3.  Alphabet Inc Class C
    Border industry
    $36.63M
    1.12%
  • 4.  Salesforce Inc
    Border industry
    $32.63M
    1%
  • 5.  Accenture PLC Class A
    Border industry
    $32.49M
    1%
Higher risk
Private prison operator
See all
iShares MSCI USA ESG Select ETF $SUSA has $481.96 MILLION invested in 15 companies involved in the prison industrial complex, amounting to 15% 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: 4/30/23
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 
-0.43% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.03% less invested
Less invested in higher risk companies, border industry 
0.88% less invested
Less invested in higher risk companies 
0.88% less invested
Less invested in all screened prison industry companies 
7.08% less invested
Less invested in all screened border industry companies 
7.01% less invested
Less invested in all screened companies 
8.61% 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: 4/30/23
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 
-0.43% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.03% less invested
Less invested in higher risk companies, border industry 
0.88% less invested
Less invested in higher risk companies 
0.88% less invested
Less invested in all screened prison industry companies 
7.08% less invested
Less invested in all screened border industry companies 
7.01% less invested
Less invested in all screened companies 
8.61% 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: 4/30/23
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 
-0.43% less in annualized returns
Same in private prison operators 
Both 0% invested
Less invested in higher risk companies, prison industry 
0.03% less invested
Less invested in higher risk companies, border industry 
0.88% less invested
Less invested in higher risk companies 
0.88% less invested
Less invested in all screened prison industry companies 
7.08% less invested
Less invested in all screened border industry companies 
7.01% less invested
Less invested in all screened companies 
8.61% 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
1.3%
14%
11%
12%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
2.63%
14%
11%
12%
0% 
Fund compared to benchmark
 
-1.33%
-0.27%
-0.01%
-0.43%
Same
Find more financial data on SUSA at Morningstar.com
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Action toolkit
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