SUSA
iShares MSCI USA ESG Select ETF
iShares MSCI USA ESG Select Social Index Fund is an exchange-traded fund incorporated in the USA. The Fund seeks investment results that correspond to the price and yield performance of approximately 250 companies within the MSCI USA Index that are determined to have positive environmental, social, and governance characteristics.
US
EQUITY
Rules-Based
MANAGEMENT STYLE
$ 3.4 B
ASSETS UNDER MGMT
25 bp
EXPENSES
Fund Basics
| Inception date | Jan 24, 2005 |
| Regulation | Open-Ended Fund |
| Fund Website | link... |
| Distributions | Quarterly |
| Currency | USD |
| Holdings Transparency | Full |
| Derivatives-based | No |
| Options available | Yes |
| Currency hedged | No |
| Fund of funds | No |
Top 10 Holdings
Complete list +
| NVIDIA CORP | 7.5 % |
| APPLE INC | 5.5 % |
| MICROSOFT CORP | 4.3 % |
| ALPHABET INC. CLASS C | 3.1 % |
| BROADCOM INC. | 2.5 % |
| ALPHABET INC. CLASS A | 2.4 % |
| TESLA MOTORS INC | 1.8 % |
| HARTFORD FINANCIAL SVCS GRP | 1.7 % |
| APPLIED MATERIALS INC | 1.5 % |
| MORGAN STANLEY | 1.3 % |
Constituent Breakdown
| Number of holdings | 170 |
| Herfindahl-Hirschman Index | 164 |
| Wgt avg mkt cap (mns) | $1,040,875 |
| Large cap (>$10bn) | 98.1% |
| Mid cap ($2-10bn) | 0.0% |
| Small cap (<$2bn) | 0.0% |
| Developed mkts. | 97.7% |
| Emerging mkts. | 0.4% |
Sector Breakdown
Country Exposure
 |
UNITED STATES | 93.3 % |
 |
IRELAND | 2.5 % |
 |
BRITAIN | 1.0 % |
 |
NETHERLANDS | 0.5 % |
Historical Performance
Standardized Performance (as of 02/28/2026)
| YTD | 1 YR | 2 YR | 3 YR | 5 YR | 10 YR | 20 YR | Incep. | |
|---|---|---|---|---|---|---|---|---|
| Price Returns | 0.4% | 14.5% | 14.9% | 17.8% | 10.8% | 13.5% | 8.5% | 8.5% |
| Dividend Yield | 0.0% | 1.1% | 1.3% | 1.4% | 1.4% | 1.6% | 1.6% | 1.6% |
| Total Returns | 0.4% | 15.7% | 16.2% | 19.3% | 12.1% | 15.0% | 10.2% | 10.1% | Ann. Volatility | 13.8% | 18.4% | 15.9% | 15.0% | 17.3% | 18.1% | 18.7% | 18.3% |
Market Correlations
| versus... | Beta | R-squared |
| S&P 500 | 0.94 | 97% |
| MSCI EAFE | 0.91 | 66% |
| MSCI Emg Mkts | 0.77 | 57% |
Liquidity Measures
| Avg. volume (000) | 50 |
| ADV traded (mns) | $6 |
| Turnover | 0.2% |
| Avg. Bid/Ask (% of price) | 0.04% |
Technical Indicators
| 30d moving avg. (EMA) | $135.68 |
| Relative strength (RSI) | 36 |
| MACD/Signal | -2.08/-1.65 |
| Bollinger Bands (Upper/Lower) | $140.43/$129.70 |
| Short interest (% of AUM) | 0.7% |
Distributions
Assets Under Management (mns)
Money Flows (mns)
Short Interest (as % of shares outstanding)
Long Money Flows (mns)
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Comparable ETFs Based on Overlap
| Ticker | Fund Name | Overlap vs. SUSA |
Expenses vs. SUSA |
ALTAR Score™ vs. SUSA |
|---|---|---|---|---|
| ESGU | iShares ESG Aware MSCI USA ETF | 63.1% | -10 bp | +0.2% |
| SUSL | iShares ESG MSCI USA Leaders ETF | 52.5% | -15 bp | +0.4% |
| USSG | Xtrackers MSCI USA ESG Leaders Equity ETF | 52.0% | -15 bp | +0.3% |
| USNZ | Xtrackers Net Zero Pathway Paris Aligned US Equity ETF | 51.6% | -15 bp | +0.4% |
| DSI | iShares MSCI KLD 400 Social ETF | 50.9% | 0 bp | +0.3% |
| XVV | iShares ESG Screened S&P 500 ETF | 50.8% | -17 bp | +0.2% |
| SPYX | State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF | 50.6% | -5 bp | 0.0% |
| NULC | Nuveen ESG Large-Cap ETF | 50.5% | -4 bp | 0.0% |
| GSUS | Goldman Sachs MarketBeta U.S. Equity ETF | 50.3% | -18 bp | +0.1% |
| BBUS | JP Morgan Betabuilders U.S. Equity ETF | 50.3% | -23 bp | +0.1% |
Risk and Returns: SUSA vs. Comps (1 YR)
Notes: Top 10 overlapping ETFs. Funds with insufficient history not shown. Some funds may overlap. Hover over data point for ticker symbol.
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Results & Estimates (USD)
| 2020 | 2021 | 2022 | 2023 | 2024 | 2025 | 2026 | 2027 | ||
|---|---|---|---|---|---|---|---|---|---|
| Sales per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Earnings per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Dividends per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- | ||
| Book value per share | -- | -- | -- | -- | -- | -- | -- | ||
| change (%) | -- | -- | -- | -- | -- | -- | -- |
Return on Equity
Net Margins
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Valuation Metrics
| Fwd Est | 2025 | 2026 | 2027 | |
| Price-to-sales | --x | --x | --x | --x |
| Price-to-earnings | --x | --x | --x | --x |
| Price-to-cash flow | --x | --x | --x | --x |
| Price-to-growth | --x | --x | --x | --x |
| Price-to-book value | --x | --x | --x | --x |
| Yield | --% | --% | --x | --% |
Based on closing prices from 3/31/2026
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Price-to-Earnings
Price-to-Sales
Price-to-Book Value
Price-to-Cash Flow
Price-to-Growth
Dividend Yield
Historical Valuation Trends Sample data. Subscribe for access.
SHOWING:
Price-to-Earnings
Price-to-Earnings
Notes: Based on adjusted historical results for current fund constituents. May differ from results achieved by past fund constituents. Max P/E of 100x.
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ETF Research Center Rating
5.4%
ALTAR SCORE™
40th
PERCENTILE
NEUTRAL
ETFRC RATING
There are 1,196 funds in the US Equity category with an average
ALTAR Score™ of 5.9% and a standard deviation
of 2.1%. SUSA's ALTAR Score™ is approximately -0.3 standard
deviations above the category average. This places SUSA in the 40th percentile
among funds in the category.
Sell-Side Consensus
$168.55
PRICE TARGET
+31.1%
UPSIDE