SUSAiShares ESG Optimized MSCI USA ETF
Tracks the investment results of the MSCI USA Extended ESG Select Index.
By iShares · Launched 2005
Annual Cost
0.25%
#1,139 of 5,854 · low cost
Fund Size
$4.0B
#498 of 5,854 · large
Return (1Y)Goal
+19.3%
Track Record
21 years
#210 of 5,854 · established
Performance
Total-return NAV · USDGrowth of $10,000
$11,824+18.2%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Multi cap
Strategy
Index tracking
Focus
ESG
Index tracked
MSCI USA Extended ESG Select Index
What it actually holds
By weightConcentration
Top 10 holdings = 33.6% of fund✓ well diversified
NVIDIA CORPORATION
7.9%
APPLE INC.
5.3%
MICROSOFT CORPORATION
4.4%
ALPHABET INC.
3.8%
BROADCOM INC.
3.1%
ALPHABET INC.
3.0%
TESLA, INC.
1.6%
THE HARTFORD INSURANCE GROUP, INC.
1.5%
APPLIED MATERIALS, INC.
1.5%
MORGAN STANLEY
1.4%
Asset allocation
Stocks
99.8%
Cash
0.2%
By sector
Technology
40.7%
Financial Services
11.5%
Industrials
9.5%
Healthcare
9.0%
Consumer Cyclical
7.8%
Communication
7.7%
Consumer Defensive
4.0%
Energy
3.4%
Other
6.4%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
13.2%Moderate
Year-on-year price swings
Max drawdown
-32.9%Severe
Worst peak-to-trough loss
Sharpe (3Y)
0.92Decent risk-adjusted returns
Sortino (3Y)
1.34Good downside protection
Listing
- Exchange
- NYSE Arca
Full fund details
- Objective
- Tracks the investment results of the MSCI USA Extended ESG Select Index.
- Strategy
- Invests primarily in large- and mid-cap U.S. companies with positive ESG characteristics, using a representative sampling indexing strategy to track the MSCI USA Extended ESG Select Index. A significant portion is in the technology sector.
- Inception date
- January 24, 2005
- Fund family
- iShares
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Data updated on 2026-08-03