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SDGiShares MSCI Global Sustainable Development Goals ETF

Grow my money10y track recordRanked #1,452 of 2,998 in this goal

Tracks the investment results of an index composed of companies addressing major social and environmental challenges.

By iShares · Launched 2016

Annual Cost

0.50%

#2,668 of 5,861 · average

Fund Size

$170M

#2,489 of 5,861 · mid-size

Return (1Y)Goal

+15.4%

Track Record

10 years

#1,392 of 5,861 · established

Performance

Total-return NAV · USD
Growth of $10,000
$11,380+13.8%

Total-return NAV, USD. Net of fund fees, before tax.

What's inside

How Beacon categorizes this fund

Asset class

Equity

Region

Global

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

MSCI ACWI Sustainable Development Index

What it actually holds

By weight

Concentration

Top 10 holdings = 36.9% of fundwell diversified

Novartis AG
5.0%
Wiwynn Corp
4.2%
East Japan Railway Co
4.0%
Vestas Wind Systems A/S
3.9%
WH Group Ltd
3.7%
Marvell Technology Inc
3.6%
NVIDIA Corp
3.6%
Li Auto Inc
3.1%
Kimberly-Clark Corp
2.9%
First Solar Inc
2.9%

Asset allocation

Stocks
99.3%
Cash
0.7%

By sector

Technology
21.4%
Healthcare
20.9%
Consumer Defensive
20.5%
Industrials
17.4%
Real Estate
9.9%
Consumer Cyclical
6.0%
Utilities
2.6%
Communication
1.0%
Other
0.3%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years
Volatility (1Y)
15.0%Moderate

Year-on-year price swings

Max drawdown
-30.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)
0.13Below average
Sortino (3Y)
0.18Moderate downside risk

Listing

Exchange
NASDAQ Global Select Market

Full fund details

Objective
Tracks the investment results of an index composed of companies addressing major social and environmental challenges.
Strategy
Seeks to track the MSCI ACWI Sustainable Development Index, composed of large- and mid-cap companies that derive a majority of revenue from sustainable impact categories. Invests primarily in companies across 28 countries, focusing on social and environmental challenges as defined by the UN Sustainable Development Goals.
Inception date
April 20, 2016
Fund family
iShares

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Data updated on 2026-08-04