iShares MSCI USA ESG Select ETF

Shareclass
iShares MSCI USA ESG Select ETF (SUSA)
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 less than 1% of the portfolio. Assigned a grade of C.
C
$506.96 MILLION
Prison industrial complex
12
flagged holdings
14%
of assets flagged
Data as of 31 Oct 2024
Flagged investments:
$506.96 MILLION, 14% of assets
Higher risk:
$12.54 MILLION, 0.34% 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
$271.02M
invested
7.43%
of portfolio
Border industry
Border industry
Incarceration and detention facilities, immigrant monitoring and surveillance, militarization of the U.S.-Mexico border
7
holdings
$420.08M
invested
12%
of portfolio
All flagged holdings
12 holdings
12 holdings
  • 1.  
    Microsoft Corp
    Prison industryBorder industry
    $171.61M
    4.7%
  • 2.  
    Alphabet Inc Class A
    Border industry
    $72.96M
    2%
  • 3.  
    Alphabet Inc Class C
    Border industry
    $69.63M
    1.91%
  • 4.  
    Salesforce Inc
    Border industry
    $40.39M
    1.11%
  • 5.  
    3M Co
    Prison industry
    $29.07M
    0.8%
Higher risk
Private prison operator
See all
iShares MSCI USA ESG Select ETF $SUSA is 14% ($506.96 MILLION) invested in companies with prison involvement
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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: 10/31/24
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 10-yr returns 
-0.41% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
1.23% less invested
Less invested in higher risk companies 
1.23% less invested
Less invested in all screened prison industry companies 
7.38% less invested
Less invested in all screened border industry companies 
6.37% less invested
Less invested in all screened companies 
8.45% 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: 10/31/24
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 10-yr returns 
-0.41% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
1.23% less invested
Less invested in higher risk companies 
1.23% less invested
Less invested in all screened prison industry companies 
7.38% less invested
Less invested in all screened border industry companies 
6.37% less invested
Less invested in all screened companies 
8.45% 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: 10/31/24
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 10-yr returns 
-0.41% less in annualized returns
Same in private prison operators 
Both 0% invested
More invested in higher risk companies, prison industry 
0.04% more invested
Less invested in higher risk companies, border industry 
1.23% less invested
Less invested in higher risk companies 
1.23% less invested
Less invested in all screened prison industry companies 
7.38% less invested
Less invested in all screened border industry companies 
6.37% less invested
Less invested in all screened companies 
8.45% 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
38%
6.02%
15%
13%
0% 
Benchmark
IVV - iShares Core S&P 500 ETF
38%
9.05%
15%
13%
0% 
Fund compared to benchmark
 
-0.13%
-3.04%
-0.27%
-0.41%
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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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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