BlackRock Advantage ESG U.S. Equity Fund
Fund offered by:
BlackRock/iShares
Ticker: BIRIXsocially responsible
Fossil fuel grade: Fossil fuel exposure of 7.91% places the fund in the D grade range of between 7% and 11% exposure.Fossil fuel exposure of 7.91% places the fund in the D grade range of between 7% and 11% exposure.How we track fossil fuel investments
D
$6.81 MILLION
in fossil fuel investments
Fossil free badges
1 out of 5 badges
Legacy grade: Funds can earn up to five badges for avoiding stock investments in different fossil fuel sectors.
26
fossil fuel stocks found
7.91%
of assets flagged
Data as of 8/31/19
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 in the pie chart and list below.
Producers energy sector
Top 200 owners of carbon reserves
Top 200 owners of carbon reserves
Carbon Underground 200
2.22%
of assets
6
holdings
$1.91M
invested
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
4.4%
of assets
19
holdings
$3.79M
invested
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
1.07%
of assets
1
holdings
$922,668
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
3.51%
of assets
7
holdings
$3.03M
invested
All fossil fuel companies
26 holdings
26 holdings
  • 1. Berkshire Hathaway Inc B
    Macroclimate 30Fossil-fired utility
    1.07% of assets
    $922,668 invested
  • 2. Consolidated Edison Inc
    Fossil-fired utility
    0.99% of assets
    $850,240 invested
  • 3. Eversource Energy
    Fossil-fired utility
    0.97% of assets
    $833,753 invested
  • 4. Exxon Mobil Corp
    Carbon Underground 200Oil/gas industry
    0.69% of assets
    $597,693 invested
  • 5. Valero Energy Corp
    Oil/gas industry
    0.51% of assets
    $436,473 invested
See all
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BlackRock Advantage ESG U.S. Equity Fund $BIRIX is 7.91% invested in fossil fuel stocks, with $6.81 MILLION invested across 26 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. Equity Fund
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: 9/30/19
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
 3-yr returns 
0.87% more in annualized returns
Less invested in fossil fuels 
1.46% less invested
Lower carbon footprint 
23 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.41% more invested
Current fund
BIRIX
BlackRock Advantage ESG U.S. Equity Fund
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: 9/30/19
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
 3-yr returns 
0.87% more in annualized returns
Less invested in fossil fuels 
1.46% less invested
Lower carbon footprint 
23 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.41% more invested
Current fund
BIRIX
BlackRock Advantage ESG U.S. Equity Fund
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: 9/30/19
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
 3-yr returns 
0.87% more in annualized returns
Less invested in fossil fuels 
1.46% less invested
Lower carbon footprint 
23 tonnes CO2e/$1M USD lower
More invested in Clean200 
0.41% 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. Equity Fund
2.79%
14%
/
/
7.91% 
Benchmark
IVV - iShares Core S&P 500 ETF
2.89%
13%
10%
13%
9.37% 
Fund compared to benchmark
 
-0.1%
0.87%
/
/
1.46%  lower
Find more financial data on BIRIX at Morningstar.com
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