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iShares ESG Optimized MSCI USA ETFiShares ESG Optimized MSCI USA ETFiShares ESG Optimized MSCI USA ETF

iShares ESG Optimized MSCI USA ETF

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Key stats


Assets under management (AUM)
‪3.56 B‬ USD
Fund flows (1Y)
‪−408.64 M‬ USD
Dividend yield (indicated)
1.06%
Discount/Premium to NAV
0.04%
Shares outstanding
‪27.60 M‬
Expense ratio
0.25%

About iShares ESG Optimized MSCI USA ETF


Brand
iShares
Home page
Inception date
Jan 24, 2005
Structure
Open-Ended Fund
Index tracked
MSCI USA Extended ESG Select Index
Replication method
Physical
Management style
Passive
Dividend treatment
Distributes
Distribution tax treatment
Qualified dividends
Income tax type
Capital Gains
Max ST capital gains rate
39.60%
Max LT capital gains rate
20.00%
Primary advisor
BlackRock Fund Advisors
Distributor
BlackRock Investments LLC
SUSA offers socially conscious exposure to US large- and midcap equities. It holds MSCI USA companies with the highest ESG ratings, determined by the degree to which they reflect socially conscious values with regard to the environment, society, and corporate governance. As such, companies with tobacco and civilian firearms involvement as well as those with low MSCI ESG controversies score are excluded from the index. SUSA weights its holdings in proportion to their ESG scores. At the same time, the fund caps security weights at 5% and limits sector deviation from the broader MSCI USA index to 3%, ensuring that the fund doesn't deviate far from the equity market. Index constituents are reviewed on a quarterly basis. The fund traded under the ticker KLD until July 2017. Prior to June 1, 2018, the fund tracked the MSCI USA ESG Select Index. Prior to June 2, 2025 the fund name did not include the reference to the ESG score being optimized.

Broaden your horizons with more funds linked to SUSA via country, focus, and more.

Classification


Asset Class
Equity
Category
Size and style
Focus
Total market
Niche
Broad-based
Strategy
ESG
Geography
U.S.
Weighting scheme
Market cap
Selection criteria
Principles-based
What's in the fund
Exposure type
StocksBonds, Cash & Other
Technology Services
Electronic Technology
Finance
Stock breakdown by region
0.3%95%4%
Top 10 holdings
Summarizing what the indicators are suggesting.
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Oscillators
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Summary
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Moving Averages
Neutral
SellBuy
Strong sellStrong buy
Strong sellSellNeutralBuyStrong buy
Displays a symbol's price movements over previous years to identify recurring trends.

Frequently Asked Questions


An exchange-traded fund (ETF) is a collection of assets (stocks, bonds, commodities, etc.) that track an underlying index and can be bought on an exchange like individual stocks.
SUSA trades at 129.83 USD today, its price has risen 0.58% in the past 24 hours. Track more dynamics on SUSA price chart.
SUSA net asset value is 129.78 today — it's risen 3.58% over the past month. NAV represents the total value of the fund's assets less liabilities and serves as a gauge of the fund's performance.
SUSA assets under management is ‪3.56 B‬ USD. AUM is an important metric as it reflects the fund's size and can serve as a gauge of how successful the fund is in attracting investors, which, in its turn, can influence decision-making.
SUSA price has risen by 3.87% over the last month, and its yearly performance shows a 15.47% increase. See more dynamics on SUSA price chart.
NAV returns, another gauge of an ETF dynamics, have risen by 3.58% over the last month, showed a 14.54% increase in three-month performance and has increased by 16.74% in a year.
SUSA fund flows account for ‪−408.64 M‬ USD (1 year). Many traders use this metric to get insight into investors' sentiment and evaluate whether it's time to buy or sell the fund.
Since ETFs work like an individual stock, they can be bought and sold on exchanges (e.g. NASDAQ, NYSE, EURONEXT). As it happens with stocks, you need to select a brokerage to access trading. Explore our list of available brokers to find the one to help execute your strategies. Don't forget to do your research before getting to trading. Explore ETFs metrics in our ETF screener to find a reliable opportunity.
SUSA invests in stocks. See more details in our Analysis section.
SUSA expense ratio is 0.25%. It's an important metric for helping traders understand the fund's operating costs relative to assets and how expensive it would be to hold the fund.
No, SUSA isn't leveraged, meaning it doesn't use borrowings or financial derivatives to magnify the performance of the underlying assets or index it follows.
In some ways, ETFs are safe investments, but in a broader sense, they're not safer than any other asset, so it's crucial to analyze a fund before investing. But if your research gives a vague answer, you can always refer to technical analysis.
Today, SUSA technical analysis shows the strong buy rating and its 1-week rating is buy. Since market conditions are prone to changes, it's worth looking a bit further into the future — according to the 1-month rating SUSA shows the strong buy signal. See more of SUSA technicals for a more comprehensive analysis.
Yes, SUSA pays dividends to its holders with the dividend yield of 1.06%.
SUSA trades at a premium (0.04%).
Premium/discount to NAV expresses the difference between the ETF’s price and its NAV value. A positive percentage indicates a premium, meaning the ETF trades at a higher price than the calculated NAV. Conversely, a negative percentage indicates a discount, suggesting the ETF trades at a lower price than NAV.
SUSA shares are issued by BlackRock, Inc.
SUSA follows the MSCI USA Extended ESG Select Index. ETFs usually track some benchmark seeking to replicate its performance and guide asset selection and objectives.
The fund started trading on Jan 24, 2005.
The fund's management style is passive, meaning it's aiming to replicate the performance of the underlying index by holding assets in the same proportions as the index. The goal is to match the index's returns.