BlackRock Advantage ESG U.S. EquityFund
Fund offered by:
BlackRock/iShares
Ticker: BIRIXsocially responsible
Fossil fuel grade: Fossil fuel exposure of 6.04% places the fund in the C grade range of between 4% and 7% exposure.Fossil fuel exposure of 6.04% places the fund in the C grade range of between 4% and 7% exposure.How we track fossil fuel investments
C
$8.08 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.
35
fossil fuel stocks found
6.04%
of assets flagged
Data as of 3/31/20
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
1.25%
of assets
11
holdings
$1.67M
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
2.2%
of assets
24
holdings
$2.95M
invested
Consumers utility sector
Top 30 coal-fired utilities
Top 30 coal-fired utilities
Macroclimate 30
0.65%
of assets
1
holdings
$867,894
invested
Fossil-fired utilities
Fossil-fired utilities
Electric utilities powered by coal and natural gas
3.83%
of assets
11
holdings
$5.13M
invested
All fossil fuel companies
35 holdings
35 holdings
  • 1. NextEra Energy Inc
    Fossil-fired utility
    0.84% of assets
    $1.13M invested
  • 2. Eversource Energy
    Fossil-fired utility
    0.69% of assets
    $928,744 invested
  • 3. Berkshire Hathaway Inc B
    Macroclimate 30Fossil-fired utility
    0.65% of assets
    $867,894 invested
  • 4. CMS Energy Corp
    Fossil-fired utility
    0.52% of assets
    $694,072 invested
  • 5. Consolidated Edison Inc
    Fossil-fired utility
    0.48% of assets
    $636,558 invested
See all
Share to spread the word that business as usual is killing the climate.
BlackRock Advantage ESG U.S. EquityFund $BIRIX is 6.04% invested in fossil fuel stocks, with $8.08 MILLION invested across 35 equity holdings
Tweet 
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: 4/30/20
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:
Lower
 3-yr returns 
-0.63% less in annualized returns
Less invested in fossil fuels 
1.67% less invested
Lower carbon footprint 
21 tonnes CO2e/$1M USD lower
Less invested in Clean200 
0.94% less 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: 4/30/20
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:
Lower
 3-yr returns 
-0.63% less in annualized returns
Less invested in fossil fuels 
1.67% less invested
Lower carbon footprint 
21 tonnes CO2e/$1M USD lower
Less invested in Clean200 
0.94% less 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: 4/30/20
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:
Lower
 3-yr returns 
-0.63% less in annualized returns
Less invested in fossil fuels 
1.67% less invested
Lower carbon footprint 
21 tonnes CO2e/$1M USD lower
Less invested in Clean200 
0.94% less 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
-0.34%
8.38%
/
/
6.04% 
Benchmark
IVV - iShares Core S&P 500 ETF
0.83%
9.01%
9.08%
12%
7.7% 
Fund compared to benchmark
 
-1.17%
-0.63%
/
/
1.67%  lower
Find more financial data on BIRIX at Morningstar.com
What's next?
Learn how to make a change and move your money
Get started with our action toolkit
Ask your employer about fossil free options for your retirement plan
Find socially responsible funds that are five-badge fossil free
Divest Invest invites you to join them in pledging to invest fossil free
Visit Deforestation Free Funds to see exposure to rainforest destruction