XJHiShares ESG Select Screened S&P Mid-Cap ETF
Tracks the investment results of the S&P MidCap 400 Sustainability Screened Index.
By iShares · Launched 2020
Annual Cost
0.12%
#474 of 5,861 · low cost
Fund Size
$419M
#1,741 of 5,861 · large
Return (1Y)Goal
+21.2%
Track Record
5 years
#2,145 of 5,861 · seasoned
Performance
Total-return NAV · USDGrowth of $10,000
$12,248+22.5%
Total-return NAV, USD. Net of fund fees, before tax.
What's inside
How Beacon categorizes this fundAsset class
EquityRegion
North americaCap
Mid
Strategy
Index tracking
Focus
ESG
Index tracked
S&P MidCap 400 Sustainability Screened Index
What it actually holds
By weightConcentration
Top 10 holdings = 11.9% of fund✓ well diversified
BLACKROCK GLOBAL
4.4%
TechnipFMC PLC
1.0%
Casey'S General Stores Inc.
0.9%
United Therapeutics Corporation
0.9%
Curtiss-Wright Corp.
0.9%
FLEX LTD
0.8%
XPO Inc
0.8%
Woodward Inc.
0.8%
Royal Gold, Inc.
0.7%
US Foods Holding Corp
0.7%
Asset allocation
Stocks
99.5%
Cash
0.5%
By sector
Industrials
25.9%
Technology
17.6%
Financial Services
15.0%
Consumer Cyclical
10.8%
Healthcare
9.9%
Real Estate
8.2%
Basic Materials
4.4%
Consumer Defensive
3.0%
Other
5.1%
Risk profile
Last 12 months · Sharpe & Sortino need 3+ yearsVolatility (1Y)
16.3%Moderate
Year-on-year price swings
Max drawdown
-25.1%Moderate
Worst peak-to-trough loss
Sharpe (3Y)
0.55Decent risk-adjusted returns
Sortino (3Y)
0.80Moderate downside risk
Listing
- Exchange
- Cboe BZX
Full fund details
- Objective
- Tracks the investment results of the S&P MidCap 400 Sustainability Screened Index.
- Strategy
- Invests primarily in mid-capitalization U.S. equities while applying sustainability screens to exclude companies involved in controversial business activities. The Fund seeks to track the S&P MidCap 400 Sustainability Screened Index, which is constructed by S&P Dow Jones Indices LLC and focuses on the financials and industrials sectors.
- Inception date
- September 22, 2020
- Fund family
- iShares
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Data updated on 2026-08-04