Mutual fund
BlackRock Advantage ESG U.S. EquityFund
Fund manager
BlackRock/iShares
Ticker BIRIXsocially responsible
Fossil fuel grade: Fossil fuel exposure of 5.4% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.Fossil fuel exposure of 5.4% places the fund in the range of between 3% and 5.5% exposure. Assigned a grade of C.How we track fossil fuel investments
C
$26.63 MILLION
in fossil fuel investments
16
fossil fuel stocks found
5.4%
of assets flagged
Portfolio data as of 9/30/21
Fossil fuel holdings
  For each fossil fuel category, we show the fund's exposure, if we found any. Click a category to see the breakdown of companies. When calculating a portfolio's exposure to a screen list, we only consider long investments, ignoring any shorts or liabilities.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
5
holdings
$4.75M
invested
0.96%
of portfolio
Coal industry
Coal industry
Coal miners and owners of coal reserves
No direct stock holdings
Oil/gas industry
Oil/gas industry
Oil/gas producers and refiners, oil field services and equipment companies, pipeline operators
9
holdings
$9.42M
invested
1.91%
of portfolio
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1
holdings
$1.64M
invested
0.33%
of portfolio
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
7
holdings
$17.2M
invested
3.49%
of portfolio
All fossil fuel companies
16 holdings
16 holdings
  • 1. Consolidated Edison Inc
    Fossil-fired utility
    $4.69M
    0.95%
  • 2. Exelon Corp
    Fossil-fired utility
    $4.58M
    0.93%
  • 3. Eversource Energy
    Fossil-fired utility
    $3.75M
    0.76%
  • 4. EOG Resources Inc
    Carbon Underground 200Oil/gas industry
    $2.73M
    0.55%
  • 5. Schlumberger Ltd
    Oil/gas industry
    $2.03M
    0.41%
See all
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Business as usual is fueling climate destruction.
BlackRock Advantage ESG U.S. EquityFund $BIRIX is 5.4% invested in fossil fuel stocks, with $26.63 MILLION invested across 16 equity holdings
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Financial performance
Performance data provided byMorningstarFind more financial data on BIRIX at Morningstar.com
Current fund
BIRIX
BlackRock Advantage ESG U.S. EquityFund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.96% more in annualized returns
Less invested in fossil fuels 
1.3% less invested
Lower carbon footprint 
33 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.15% more invested
Current fund
BIRIX
BlackRock Advantage ESG U.S. EquityFund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.96% more in annualized returns
Less invested in fossil fuels 
1.3% less invested
Lower carbon footprint 
33 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.15% more invested
Current fund
BIRIX
BlackRock Advantage ESG U.S. EquityFund
Family
BlackRock/iShares
Category
Large Blend
vs.
Benchmark
IVV
iShares Core S&P 500 ETF
Family
iShares from BlackRock
Category
Large Blend
Fund comparison settings
Investment timeline
Performance as of: 10/31/21
1 year
3 years
5 years
10 years
Benchmark
Suggested: S&P 500
IVV - iShares Core S&P 500 ETF
Fund comparison results
Compared to the benchmark, this fund has:
Higher
 5-yr returns 
0.96% more in annualized returns
Less invested in fossil fuels 
1.3% less invested
Lower carbon footprint 
33 tonnes CO2e/$1M USD lower
More invested in Clean200 
2.15% more invested
Month-end trailing returns  
Annualized returns
Climate analysis
1-yr
3-yr
5-yr
10-yr
Fossil fuel %
This fund
BIRIX - BlackRock Advantage ESG U.S. EquityFund
46%
23%
20%
/
5.4% 
Benchmark
IVV - iShares Core S&P 500 ETF
43%
21%
19%
16%
6.69% 
Fund compared to benchmark
 
3.27%
1.22%
0.96%
/
1.3%  lower
Find more financial data on BIRIX at Morningstar.com
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