Ishares Esg Msci Etf Profile

SUSL Etf  USD 100.37  0.74  0.74%   

Performance

21 of 100

 
Weak
 
Strong
Solid

Odds Of Distress

Less than 9

 
High
 
Low
Low
IShares ESG is selling for 100.37 as of the 13th of July 2024. This is a 0.74 percent increase since the beginning of the trading day. The etf's lowest day price was 100.37. IShares ESG has less than a 9 % chance of experiencing financial distress in the next few years and had a solid performance during the last 90 days. Equity ratings for iShares ESG MSCI are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 13th of June 2024 and ending today, the 13th of July 2024. Click here to learn more.
The fund generally will invest at least 90 percent of its assets in the component securities of the underlying index and may invest up to 10 percent of its assets in certain futures, options and swap contracts, cash and cash equivalents. Ishares ESG is traded on NASDAQ Exchange in the United States.. More on iShares ESG MSCI

Moving together with IShares Etf

  0.99VTI Vanguard Total StockPairCorr
  1.0SPY SPDR SP 500PairCorr
  1.0IVV iShares Core SPPairCorr
  0.93VIG Vanguard DividendPairCorr
  1.0VV Vanguard Large CapPairCorr

IShares Etf Highlights

Thematic Ideas
(View all Themes)
Business ConcentrationStrategy ETFs, Theme ETFs, Large Blend, iShares (View all Sectors)
IssueriShares
Inception Date2019-05-07
BenchmarkMSCI USA Extended ESG Leaders Index (USD)
Entity TypeRegulated Investment Company
Asset Under Management1.06 Billion
Asset TypeEquity
CategoryStrategy
FocusTheme
Market ConcentrationDeveloped Markets
RegionNorth America
AdministratorCitibank, N.A.
AdvisorBlackRock Fund Advisors
CustodianCitibank, N.A.
DistributorBlackRock Investments, LLC
Portfolio ManagerRachel Aguirre, Jennifer Hsui, Alan Mason, Greg Savage, Amy Whitelaw
Transfer AgentCitibank, N.A.
Fiscal Year End31-Aug
ExchangeNASDAQ
Number of Constituents303
Market MakerLatour Trading
Total Expense0.1
Management Fee0.1
Country NameUSA
Returns Y T D18.68
NameiShares ESG MSCI USA Leaders ETF
Currency CodeUSD
Open FigiBBG00P35VS94
In Threey Volatility18.54
1y Volatility15.55
200 Day M A87.259
50 Day M A95.3674
CodeSUSL
Updated At12th of July 2024
Currency NameUS Dollar
In Threey Sharp Ratio0.45
iShares ESG MSCI [SUSL] is traded in USA and was established 2019-05-07. The fund is listed under Large Blend category and is part of iShares family. The entity is thematically classified as Strategy ETFs. iShares ESG MSCI at this time have 2.83 B in assets. , while the total return for the last 3 years was 10.8%.
Check IShares ESG Probability Of Bankruptcy

Geographic Allocation (%)

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on IShares Etf. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding IShares Etf, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as iShares ESG MSCI Etf, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top iShares ESG MSCI Etf Constituents

DISWalt DisneyStockCommunication Services
GOOGAlphabet Inc Class CStockCommunication Services
GOOGLAlphabet Inc Class AStockCommunication Services
HDHome DepotStockConsumer Discretionary
INTCIntelStockInformation Technology
JNJJohnson JohnsonStockHealth Care
LLYEli Lilly andStockHealth Care
MAMastercardStockFinancials
More Details

iShares ESG MSCI Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. IShares ESG market risk premium is the additional return an investor will receive from holding IShares ESG long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in IShares ESG. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although IShares ESG's alpha and beta are two of the key measurements used to evaluate IShares ESG's performance over the market, the standard measures of volatility play an important role as well.

IShares ESG Against Markets

Additional Information and Resources on Investing in IShares Etf

When determining whether iShares ESG MSCI is a strong investment it is important to analyze IShares ESG's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact IShares ESG's future performance. For an informed investment choice regarding IShares Etf, refer to the following important reports:
Check out World Market Map to better understand how to build diversified portfolios, which includes a position in iShares ESG MSCI. Also, note that the market value of any etf could be closely tied with the direction of predictive economic indicators such as signals in state.
You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
The market value of iShares ESG MSCI is measured differently than its book value, which is the value of IShares that is recorded on the company's balance sheet. Investors also form their own opinion of IShares ESG's value that differs from its market value or its book value, called intrinsic value, which is IShares ESG's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because IShares ESG's market value can be influenced by many factors that don't directly affect IShares ESG's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between IShares ESG's value and its price as these two are different measures arrived at by different means. Investors typically determine if IShares ESG is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, IShares ESG's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.