SUSA

📎 Investment Objective

The iShares ESG Optimized MSCI USA ETF (SUSA) seeks to track the investment results of an index composed of large- and mid-capitalization U.S. companies that have been selected and weighted for positive environmental, social and governance (ESG) characteristics.

✨ Key Features

• Focuses on U.S. large- and mid-cap companies with strong ESG profiles
• Aims to provide broad market exposure with an ESG tilt
• Utilizes MSCI's ESG rating methodology to select and weight holdings
• Low expense ratio of 0.00%

⚠️ Primary Risks

• Market risk - The fund's performance is subject to the volatility of the overall U.S. stock market
• ESG investment risk - The fund's ESG focus may result in it underperforming the broader market
• Concentration risk - The fund is concentrated in the U.S. equity market
• Liquidity risk - Shares may trade at prices different from the fund's net asset value

👤 Best For

This ETF may be suitable for investors seeking broad U.S. equity exposure with a focus on companies demonstrating positive environmental, social and governance practices. It may be of interest to investors with a long-term investment horizon who are looking to incorporate ESG considerations into their portfolio.