SUSLiShares ESG MSCI USA Leaders ETF

Grow my money7y track recordRanked #460 of 2,966 in this goal

Tracks the MSCI USA Extended ESG Leaders Index.

By iShares · Launched 2019

Annual Cost

0.10%

#540 of 5,568 · low cost

Fund Size

$1.1B

#1,044 of 5,568 · large

Return (1Y)Goal

+25.1%

Track Record

7 years

#1,911 of 5,568 · seasoned

Performance

Total-return NAV · USD

Growth of $10,000

$12,728+27.3%

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

Classification

How Beacon categorizes this fund

Asset class

Equity

Region

North america

Cap

Multi cap

Strategy

Index tracking

Focus

ESG

Index tracked

MSCI USA Extended ESG Leaders Index

What it actually holds

By weight

Concentration

Top 10 holdings = 48.8% of fundmoderately concentrated

NVIDIA CORPORATION

13.8%

MICROSOFT CORPORATION

11.2%

ALPHABET INC.

6.0%

ALPHABET INC.

5.0%

TESLA, INC.

3.9%

ELI LILLY AND COMPANY

2.8%

VISA INC.

1.8%

JOHNSON & JOHNSON

1.6%

MASTERCARD INCORPORATED.

1.5%

THE HOME DEPOT, INC.

1.1%

Asset allocation

Stocks

99.8%

Cash

0.2%

By sector

Technology

36.6%

Communication

13.7%

Financial Services

10.3%

Healthcare

9.7%

Consumer Cyclical

9.4%

Industrials

8.2%

Consumer Defensive

5.2%

Real Estate

2.1%

Other

4.8%

Risk profile

Last 12 months · Sharpe & Sortino need 3+ years

Volatility (1Y)

13.5%Moderate

Year-on-year price swings

Max drawdown

-34.3%Severe

Worst peak-to-trough loss

Sharpe (3Y)

1.09Strong risk-adjusted returns

Sortino (3Y)

1.60Good downside protection

Where to buy

Listing

Exchange: NASDAQ Global Select Market

Full fund details

Objective: Tracks the MSCI USA Extended ESG Leaders Index.
Strategy: Invests primarily in U.S. large- and mid-cap stocks with high ESG performance relative to sector peers. The fund aims to replicate the index's performance through market capitalization weighting.
Inception date: May 7, 2019
Fund family: iShares